Nikki Durand, CFA, CTFA
Relationship Manager, Wealth Advisory
Nikki Durand, CFA®, CTFA, is a Wealth Advisor in Glenmede’s Wilmington office. In this role, she is responsible for providing thoughtful wealth management advice, solutions for fiduciary, charitable, financial, and wealth transfer planning, and trust and account administration. Ms. Durand partners with investment, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.
Prior to joining Glenmede, Ms. Durand served as a Senior Vice President and Senior Client Advisor for Bessemer Trust Company of Delaware, where she was responsible for providing highly customized advice and service to Ultra High Net Worth clients. She began her career while employed as the Manager of Quantitative Analysis for Ashford Consulting Group, located in Wilmington, Delaware, where she specialized in asset allocation, performance measurement, and the analysis of portfolio risk.
Ms. Durand received her Bachelor of Arts degree, summa cum laude, in mathematics from West Chester University and studied graduate-level statistics at Pennsylvania State University.
Ms. Durand is a member of the CFA Society of Philadelphia and the CFA Institute, as well as the Delaware Estate Planning Council. She holds the Certified Trust and Financial Advisor designation from the American Banker’s Association and is a Chartered Financial Analyst® charterholder.