Senior Portfolio Operations Analyst
Senior Portfolio Operations Analyst
Nicole is the Senior Portfolio Operations Analyst for Blue Chip Partners.
Nicole joined Blue Chip in 2025, bringing over 25 years of experience in the wealth management industry. Prior to joining the firm, she spent four years as a Portfolio Manager at Yousif Capital Management. She has also held various portfolio operations positions at LSIA Investment Advisors, Clarkston Capital Partners, and World Asset Management.
Nicole holds a B.B.A. in Finance from Eastern Michigan University and an MBA from Wayne State University.
Outside of work, Nicole is a proud hockey mom who enjoys cheering on her sons at the rink, and spending time with her husband and three dogs.
My favorite season is Spring. There is nothing better than the first warm day after a long, cold winter – it feels like a fresh start.
If I could have any superpower, I’d choose the ability to read minds. Being able to understand what others are thinking would give me a deeper insight into their true thoughts, emotions, and personalities. I think it would help me connect with people on a more meaningful level.
Kindergarten was the beginning of learning how to interact with others, work as part of a group, and treat people with kindness and respect. Those early lessons in empathy and cooperation have stayed with me ever since.
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