Chris Nicholson, CFP®, CIMA®, is a Senior Portfolio Manager at TIAA, bringing over a decade of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst, Chris focuses on comprehensive financial planning, including incapacity and estate planning, tax-efficient income planning, retirement planning, and investment management. Chris graduated Magna Cum Laude with a Bachelor of Science in Finance from the University of South Florida and is currently pursuing further education in Investment Management Theory and Practice at Yale University. Residing in Bradenton, FL, Chris enjoys outdoor activities on the Gulf Coast and actively volunteers with the Manatee County Community Foundation scholarship committee.
This person is not in the org chart
This person is not in any teams
This person is not in any offices