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Giselle Nekui, CFA®

Professional Background

Giselle is a Planner at Columbia Pacific Wealth Management. She offers thoughtful wealth management solutions and wealth-planning insights to families. She focuses on the clients’ long-term goals and objectives, income security, cash flow, and social and environmental impact. She aspires to excellence in everything she brings to our clients.

Prior to joining CPWM, Giselle worked for the Private Wealth Management division of Morgan Stanley serving ultra-high-net-worth families and foundations. She began her career with Wellington Management and First Republic Bank in Boston, MA. Giselle is a CFA Charterholder and a member of Seattle’s CFA Society.

About

Giselle received her master of science in finance, as well as a bachelor of science in business administration from Northeastern University. She enjoys exploring the beautiful Pacific Northwest nature with her daughter, Ariel, and husband, Michael.

Influencer

“Wealth is the ability to fully experience life.”

– Henry David Thoreau