NIKKI SUTCLIFFE

Director of Advisory Services

Nikki Sutcliffe is Stableford Capital’s Director of Advisory Services.  Prior to joining Stableford, Nikki worked at Charles Schwab for five years where she was an investment advisor managing over $175M in assets and most recently as a financial planner.  She started her career as a portfolio manager at Girard Partners and worked there for seven years while helping to grow the firm to over $500M in assets under management.  Nikki graduated from Penn State University with a B.S. in Finance and earned her CERTIFIED FINANCIAL PLANNER™ designation in 2013.

12 YEARS > EXPERIENCE IN THE INVESTMENT INDUSTRY

10 YEARS > WORKING WITH HIGH NET WORTH CLIENTS

5 YEARS > ADVISING AS A CERTIFIED FINANCIAL PLANNER™

Stableford