Nicole Davis

Ms. Nicole Davis is Partner at Veris Wealth Partners LLC.
She is also a Senior Wealth Manager for the San Francisco Office of the firm.
She is responsible for the design, implementation, and management of clients’ investments and financial plans as well as manager research for Veris’ Investment Committee.
She also manages the Veris Sustainable Strategies Mutual Funds and the Veris Sustainable UMA, Veris’ signature financial products offered through the Envestnet Impact Investing Solutions Platform.
She serves on the Executive Committee of the Surfrider Foundation NH Chapter, and has volunteered for Bay Area Wilderness Training, a project of the Earth Island Institute, which creates opportunities for urban youth to experience the outdoors.
She is also a member of the CEI Notes Advisory Board, a community investment note program of Coastal Enterprises Inc (CEI).
Prior to joining Veris, Ms. Davis was Portfolio Manager and Assistant Vice President with Bank of Hawaii’s Private Client Asset Management Team, where she constructed portfolios, performed equity research, and directly managed over $300 million in client assets.
She graduated from Stanford University with a B.A.
in Political Science and a minor in Economics.