Kristin Nicholson, CFA®, CFP®
Kristin Nicholson has more than two decades of experience in the investment industry where she focuses on helping her clients with their investment and wealth planning needs. Prior to joining Rockefeller, Kristin worked as a Portfolio Manager at Bay Isle Financial, which was acquired by First Republic in 2004. Before Bay Isle, Kristin Nicholson spent five years with a Marin-based investment firm as an equity analyst. She also worked in the research department of the largest brokerage firm in the Czech Republic, ultimately heading the firm’s research efforts in Poland. Her investment career began as part of the MBA Enterprise Corps, a non-profit providing management support to local firms in emerging markets.
Kristin Nicholson is a board member of SHE CAN Global, a non-profit organization that helps young women from post-conflict countries attend U.S. universities. She mentors women from Guatemala and Liberia as part of her work with SHE CAN.
Kristin Nicholson is a CFA® charterholder and also a CERTIFIED FINANCIAL PLANNER™ certificant. She is also a member of the San Francisco Analysts Society.
Kristin Nicholson completed her undergraduate education at Indiana University, and she received an MBA from the University of California, Berkeley.
Industry Accolades:
Top Women Financial Advisors
Barron’s, 2022-2023
Top Women Wealth Advisors
Forbes, 2018-2023
Best-In-State Wealth Advisors
Forbes, 2018-2022
America’s Top Wealth Management Team High Net Worth
Forbes, 2018-2022
Best-in-State Wealth Management Teams
Forbes, 2023
The Forbes “Top Women Wealth Advisors” rankings discussed above were designated between 2018-2023 and last for a period of one year until new rankings are released.
The Forbes “Best-in-State Wealth Advisors” rankings discussed above were designated between 2018-2022 and last for a period of one year until new rankings are released.
The Forbes “America’s Top Wealth Management Team High Net Worth” rankings discussed above were designated between 2018-2022 and last for a period of one year until new rankings are released.
The Forbes “Best-in-State Wealth Management Teams” rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
The Barron’s “Top Women Financial Advisors” rankings discussed above were designated in 2022 and 2023 and last for a period of one year until new rankings are released.
The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.