OneAscent Hires Distribution Veteran Nicole Grogan
"We're thrilled to be adding Nicole to the team," said COO
In her role, Nicole will lead the strategy and execution of bringing OneAscent's investment solutions to market while overseeing the client relationships that drive asset growth. Her experience spanning institutional sales, national accounts, and direct distribution makes her well-suited to expand OneAscent's reach among financial advisors and institutional partners.
Nicole joins at a significant moment for OneAscent. As of
Prior to joining OneAscent, Nicole served as Managing Director, Head of Strategic Relationships and
Nicole earned a B.S. in Finance from Villanova University and an MBA from Fordham University. She also completed SIFMA's Securities Industry Institute program at the Wharton School of the University of Pennsylvania and holds the Accredited Investment Fiduciary® (AIF®) designation.
"I'm thrilled to join a team that puts purpose at the center of everything it does," said Ms. Grogan "OneAscent's commitment to values-aligned investing aligns deeply with my own faith and values, and I'm excited to help institutions and advisors discover what that can mean for their clients' financial future."
ABOUT ONEASCENT
OneAscent is a family of Kingdom-minded companies committed to delivering values-based financial solutions to advisors and investors. OneAscent Wealth, OneAscent Financial, OneAscent Investments, OneAscent Capital and OneAscent Family Offices each offer a comprehensive suite of faith-driven strategies and solutions designed to help advisors, investors and stewards live aligned with what they value most. OneAscent's business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors and investment resources. In these areas, we strive for clarity, communication and unity. OneAscent is headquartered in Birmingham, Ala., and serves clients through office locations across the United States.
For more information about OneAscent, please visit https://www.oneascent.com.
OAI01550
Contact: Amber Bradshaw
OneAscent
(205) 847-1343
[email protected]
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SOURCE OneAscent
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