Director of Marketing
“Just like data is the fuel behind systematic investing, it also should be the foundation for making decisions about where to invest time and dollars for marketing. Asset managers and advisors should be highly attuned to their key metrics to regularly rebalance, adding time or dollars where tactics are fruitful, and pulling back on efforts that are falling flat.”
Nicole directs overall marketing strategy and brand positioning for Blueprint.
In doing so, she helps Blueprint make good on its promise to be an uncommonly great partner to financial advisors, including overseeing the development of collateral and resources clients can use to enhance their own client service and marketing efforts.
Nicole brought extensive financial services marketing and communications experience when she joined Blueprint in 2020.
For seven years she oversaw digital marketing for a Heartland Advisors, a boutique investment manager in Milwaukee, Wisconsin. During this time, she built and directed the firm’s first social media strategy, which was recognized with an industry award for the best advisor-focused social media campaign. She also led a website redesign that launched one of the first responsively designed sites in the asset management space.
After Heartland, Nicole led marketing for two New York City based companies:
- Caliber Corporate Advisers, a strategic marketing communications agency focused in financial services and technology
- The Financial Revolutionist, a fintech media and intelligence company
Nicole earned a bachelor’s degree from Ripon College, a small liberal arts school in Ripon, Wisconsin.
She’s rarely comfortable settling for status quo, deliberately setting goals for continuous improvement. This approach is evident in her professional life, as well as in how she seeks opportunities to challenge herself on backpacking trips with her husband or while training for new personal bests in Olympic weightlifting.