Nicole Perkins

Partner & Director of Client Experience & Development
Nicole Perkins

Nicole leads Gresham’s client experience and development efforts. In this capacity, she is responsible for developing and enhancing client relationships and driving the firm’s marketing strategy. Nicole draws on over 30 years of experience serving as an attorney and senior executive in trust, investment, wealth management and family office advisory firms, and as a personal advisor to wealthy individuals and families.

Prior to Gresham, Nicole served as an Executive Vice President of the PNC Financial Services Group and as the Managing Executive of Hawthorn, PNC Family Wealth. Previously, she served as Director of Fiduciary Services at Hawthorn and provided wealth management advice to ultra-high net worth clients. Nicole began her career in the advertising industry with D’Arcy Masius Benton and Bowles in New York City. As the daughter of family business owners, early in her career she assumed responsibility for managing the family’s restaurant, jazz club and real estate business, also located in New York City. Later she practiced law in high profile law firms in Philadelphia until she established and ran her own trust and estate legal practice for nearly a decade.

As a speaker and writer, Nicole addresses a broad range of financial topics, as well as her unique experiences as a black female executive in the financial industry. Nicole is the author of Truly Rich: An Insider’s Guide to Building Financial and Emotional Wealth. Nicole’s written work has been featured in Financial Advisor IQ, Philadelphia Business Journal, Advisor Magazine, and Fairygodboss.com. Her speaking engagements have included Bloomberg Radio, Financial Planning Association National Conference, the Forum for Executive Women among others.

Nicole has been actively involved over the past 30 years in community projects and issues affecting the underserved in the areas of education, legal advocacy and social justice.

Nicole Perkins
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