Carol Nulman
Managing Director | Principal at Robertson Stephens
- Role
- Managing Director Principal at Robertson Stephens
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Carol Nulman
As the Managing Director and Principal with Robertson Stephens, I am fully committed to serving my clients for every possible life scenario. With over forty years of experience in serving high net worth individuals, I have a deep understanding of the long-term financial needs of my clients. I understand that each client has their own unique financial goals, my team and I are committed to implementing strategies to meet them. If you are interested in learning more about our services please send me a message though LinkedIn.
Experience
Managing Director Principal
Oct 2025 — Present
Education
Boston University
Bachelor of Arts (B.A.)
1977 — 1981
Skills
- Wealth Management
- Finance
- Asset Allocation
- Financial Analysis
- Alternative Investments
- Series 7
- Financial Services
- Due Diligence
- Equities
- Series 63
- Securities
- Asset Management
- Investments
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