Nicole Pond – Relationship Manager

Nicole Pond, Managing Consultant, Retirement Plans Partner:

Nicole joined The Partners Group with nearly 10 years of financial service experience working for a global financial services company. Nicole regularly consults with plan sponsors on fiduciary governance, investment menu construction, vendor fees and services, as well as plan design.

Nicole’s experience provides unique solutions to situations clients may encounter. Her approach to consulting with clients can be expressed in two words: listen and deliver. Nicole’s team brings a valuable perspective to client service and strategic support, with a focus on value-added consultation. Nicole earned a degree in Business Administration from the University of Oregon. She holds series 7 and 66 securities licenses.

In her spare time, Nicole enjoys traveling, cooking and camping. She most recently combined her three favorite pastimes while traveling along the east coast of Australia with her husband.


Nicole Pond is affiliated with Geneos Wealth Management, Inc.

 

Check the background of this investment professional on FINRA’s BrokerCheck

 

Contact:

Email
503.726.5712

Awards & Accolades:

Awarded National Association of Plan Advisors – (NAPA) Top Women Advisor

Nominated for NAPA’s 2015 Top 50 Under 40

Featured TPG Articles:

Q & A from Seminar: Attract and Retain Employees through Retirement Benefits

Attracting and Retaining Quality Employees – Part 1

How to Effectively Communicate Your Benefits Package to Diverse Employee Demographics

Current Trends in Retirement Plans in the Northwest

Featured TPG Videos:

(Click twice on below videos for a larger view)