Wealth Partners Capital Group, LLC
Nicole Jacubovics has a diverse background in finance and wealth management, currently serving as an Associate at Wealth Partners Capital Group, LLC since October 2022. Prior experience includes roles at Bloomberg LP from June 2018 to October 2022 as a Buyside Enterprise Account Manager and in Financial Product Analytics, focusing on portfolio and risk management as well as fixed income. Nicole also contributed as a Private Wealth Management Intern at UBS in 2017, where involvement included managing over 30 high-net-worth accounts with assets exceeding $1 billion. Additional internships include positions at Great American Financial Resources and The Next Step Realty. Nicole holds a Bachelor of Arts in Economics and Information Science from Villanova University, earned in 2018.
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Wealth Partners Capital Group, LLC
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of September 30, 2024, WPCG has executed 125 M&A transactions on behalf of its partner firms, representing over $45 billion in acquired AUA.