Nicole Dolan, Wealth Manager

Nicole Dolan is a Wealth Manager in the San Francisco Office of Veris Wealth Partners. She is responsible for the design, implementation, and management of clients’ investments and financial plans as well as manager research for Veris’ Investment Committee. Nicole also manages the Veris Sustainable Strategies Mutual Funds and the Veris Sustainable UMA, Veris’ signature financial products offered through the Envestnet Sustainability Platform.

Prior to joining Veris, Nicole was Portfolio Manager and Assistant Vice President with Bank of Hawaii’s Private Client Asset Management Team, where she constructed portfolios, performed equity research, and directly managed over $300 million in client assets.

Nicole is currently a volunteer with Bay Area Wilderness Training, a project of the Earth Island Institute, which creates opportunities for urban youth to experience the outdoors. She graduated from Stanford University with a B.A. in Political Science and a minor in Economics. She lives in San Francisco, CA.