The Client Relationship Management team at Nicola Wealth is dedicated to fostering and maintaining strong relationships with clients. They provide personalized service and sophisticated financial advice, ensuring each client's unique needs and goals are met. By managing communication, delivering tailored solutions, and offering consistent support, they help affluent families, foundations, and institutions achieve their wealth management objectives efficiently.
Brent Gillis
Director Of Client Services
Brittany Grant
Manager, Community Relations
Connie Zhou
Senior Wealth Planning Associa...
David Sung
President | Client Relationshi...
Eva Ruschitzko
Senior Client Service Associat...
Evelyn Yung
Senior Manager, Advisory Servi...
Faye Mack
Team Lead, Client Services - N...
Joe Clain
Senior Wealth Planning Associa...
Lucy So
Vice President, Institutional ...
Max Lane
Manager, Advisory Services - A...
Megan Dekok
Manager, Client Services
Ryan Bevelander
Senior Wealth Planning Associa...
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