Nicole A. Ciolfi
Vice President of Portfolio & Wealth Administration
Portfolio & Wealth Advisory
New York, NY
Nicole joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Administration. Her responsibilities include working with clients and service providers, monitoring transactions, processing new accounts, and preparing consolidated tax and portfolio reporting.
Prior to joining BBR, Nicole was a Wealth Management Client Associate at Merrill Lynch. She graduated with honors from the University of Michigan Stephen M. Ross School of Business with a bachelor’s degree in Business Administration with concentrations in Finance and Technology & Operations.
Nicole lives in Manhattan with her husband and miniature Dachshund. Outside of the office, she enjoys cooking for family and friends, visiting NYC parks, and spending time in Avalon, NJ.