Nicole Tanenbaum

Partner & Chief Investment Strategist @Chequers Financial Management

Oversee all aspects of portfolio strategy and investment management services offered by Chequers. This includes integrating the firm’s investment philosophy throughout the organization, investment and manager selection, asset allocation recommendations as well as portfolio implementation and oversight. Work hand-in-hand with advisors and their clients to provide a comprehensive planning experience. Chequers Financial Management is a fee-only planning firm that specializes in advising high net worth and ultra-high net worth families, helping clients navigate through tax, estate, liquidity and investment planning issues.