Nicole Herbst Jd, Ctfa, Cfp®

Nicole Herbst, JD, CTFA, CFP®, has a diverse work experience in the financial industry spanning over 25 years. Nicole Herbst is currently serving as the Chief Risk and Compliance Officer/Senior Trust Officer at McLane Middleton, a position they have held since 2023. Prior to this, from 2022 to 2023, they worked as a Senior Relationship Manager, First Vice President at Cambridge Trust Company.

Before joining Cambridge Trust Company, Nicole held the position of Senior Trust Officer at NHTrust Financial Advisors from 2020 to 2022. From 2018 to 2019, they worked at Clarfeld | Citizens Private Wealth as a Senior Trust Officer, where they managed a book of irrevocable trusts and played an active role in updating policies and procedures.

Nicole Herbst's career also includes working as a Senior Trust Officer at MassMutual from 2013 to 2018, where they managed a wide range of personal trust accounts, investment management accounts, and retirement plans. Nicole Herbst has also served as a Senior Wealth Management Officer and Senior Vice President at People's United Bank, where they focused on expanding the wealth management business and providing financial planning services.

Nicole Herbst'searlier roles include working as a Program Officer at Connecticut Community Foundation in 2010, and as a Philanthropic Consultant and Vice President at Wachovia Bank, where they administered private foundations, charitable trusts, and endowments. Nicole Herbst also worked as a Trust Officer at Baker Boyer Bank from 1997 to 2000.

Nicole brings a wealth of expertise in risk management, compliance, trust administration, and wealth management to their current role, showcasing their strong commitment to serving clients and delivering exceptional results.

Nicole Herbst, JD, CTFA, CFP®, has a diverse education history consisting of a Juris Doctor (JD) degree from Gonzaga University School of Law. Nicole Herbst also holds a Bachelor of Arts (BA) degree in Economics from Boston College. In addition to these degrees, they have completed several specialized courses at the Cannon Financial Institute, including Trust Audit, Compliance, and Risk Management 1, as well as Trust I, II, and III. Nicole also attended Choate Rosemary Hall and Renbrook School, although specific degrees or fields of study are not provided for these institutions.

Furthermore, Nicole Herbst has obtained additional certifications to enhance their professional skill set. Nicole Herbst is a Certified Financial Planner (CFP) certified by the CFP Board. Nicole Herbst is also a Certified Trust and Financial Advisor (CTFA) certified by the ABA Bank. However, the specific dates of obtaining these certifications are not mentioned in the provided information.