CLIENT PORTFOLIO CONSULTING AND SERVICING

Nicole Calabrese
Nicole Calabrese, Client Portfolio Manager

Nicole Calabrese is a Managing Director at Charles Schwab Investment Advisory, Inc. (“CSIA”) and a Client Portfolio Manager for the ThomasPartners Strategies. She has over 10 years of financial services experience and works with institutions, Registered Investment Advisors, and individuals. Prior to joining ThomasPartners, Nicole worked at Gannett, Welsh & Kotler (GW&K), a Boston-based fixed income investment manager, where she was a client service representative for both institutional and high net-worth clients. Prior to GW&K, Nicole worked with BNY Mellon in Pune, India to develop and train their new offshore group.

Nicole earned a B.S. in Business Management from Salem State College and a global MBA with a concentration in International Finance from Suffolk University.

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