Anna Nichols
Managing Director, Head of Client Education Altair Advisers LLC
- Role
- Managing Director at Altair Advisers
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Anna Nichols
Anna has more than 20 years of research, content development and educational programming in the family wealth industry. She is responsible for the development of Altair’s client programming in addition to providing customized education and facilitation services for client families. Anna is a well-known writer and speaker on a wide range of generational wealth issues. Her work has been published in the Journal of Trusts and Estates, Private Wealth Management, Family Business, and SRR magazines among other publications. In addition to moderating and speaking at Altair Advisers and Family Office Exchange (FOX) forums, she has presented at numerous industry conferences, including the Schwab IMPACT Conference, the Family Firm Institute (FFI) Global Conferences, the Family Wealth Alliance (FWA), the Southeastern Family Office Forum and Family Business Magazine\'s Transitions programs.
Experience
Managing Director
Jan 2024 — Present
Education
Guilford College
BA
1991 — 1995
Fordham University - Graduate School of Business Administration
MBA
2000 — 2002
Skills
- Leadership Development
- Wealth
- Business Strategy
- Leadership
- Wealth Management Services
- High Net Worth Individuals
- Marketing
- Investments
- Risk Management
- Program Management
- Management
- Family Office
- Asset Managment
- Strategy
- Marketing Strategy
- Wealth Management
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