Nicole Lena
Senior Client Relationship Associate
About Nicole
Nicole Lena is a senior client relationship associate with the Devins team in William Blair’s Private Wealth Management group. She began her career with UBS in 2007 and joined the team in 2012. Nicole oversees the operational needs for the group, including account opening and maintenance, cashiering requests, and client reporting. In addition, Nicole holds the Series 7 and Series 63 designations allowing her to assist the team with trading.
Nicole resides in Chelmsford, Massachusetts with her husband and four children.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.