Nikki Sutcliffe is Stableford Capital’s Director of Client Relations. 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™