Nicole is a senior member of the Family Advisory and Philanthropy Services team and the Family Office Solutions group. She works closely with Advisors in Private Wealth Management, providing comprehensive services to ultra-high net worth clients. In her role, Nicole works with families on understanding values and philanthropic intent in the context of family wealth. She provides advice on family wealth education, communication and decision-making, multi-generational wealth transitions and family governance as well as on charitable vehicles and building and enhancing philanthropic legacies. She also helps clients to be strategic and impactful with their philanthropic giving.
Nicole joined UBS in 2014 to establish and lead the UBS Optimus Foundation presence in the U.S.; a global network that supports programs focused on the potential to be transformative, scalable and sustainable in the areas of health, education and child protection.
Nicole has over two decades of experience in the non-profit, philanthropic and corporate sectors. Previously, Nicole held roles with Heidrick & Struggles, Robin Hood Foundation, VCG Governance Matters, French-American Chamber of Commerce, Saint-Gobain Desjonquères, UNICEF and UNDP. She has served as an Adjunct Professor at Columbia University, teaching a graduate-level Strategic Management course, and currently serves as an Adjunct Professor and Advisor for NYU Stern's Board Fellows Program, a year-long experiential class offered to second-year MBA candidates.