Marquette Associates Login People Expertise Services Research About Contact People Home › Nichole Roman-Bhatty, CIMA® Nichole Roman-Bhatty, CIMA® Managing Partner Nichole Roman-Bhatty is a managing partner for Marquette Associates. An owner of the firm, Nichole has been with the company since 1998 and has 26 years of investment experience. She leads the religious services practice area at Marquette and serves as the primary investment consultant on several of the firm’s relationships, with a focus on non-profit, religious, public, and corporate clients. Nichole is a co-lead of the sustainable investing group and a member of the firm’s endowment & foundation services committee. Prior to joining Marquette, Nichole served as a credit manager at Norwest Financial. She holds a B.S. in finance from Michigan State University and an M.B.A. with honors from the University of Notre Dame. Nichole is a member of the Investments and Wealth Institute (formerly known as the Investment Management Consultants Association) and holds the Certified Investment Management Analyst® (CIMA®) certification. She is a board member of the Defined Contribution Institutional Investment Association (DCIIA) and a member of the National Association of Securities Professionals (NASP). Nichole serves as the vice president of Leaders Investing for Tomorrow (LIFT), a civic-minded non-profit group focused on women and diversity; is vice president of the Julia Center, an immigrant outreach center founded by Victory Noll Sisters; and was formerly the president for Women Investment Professionals, Chicago. She is also a member of the Chicago Finance Exchange. AREAS OF FOCUS Religious Public Funds Endowments & Foundations Defined Contribution Consulting RELATED CONTENT 05.12.2021 Marquette Joins in Founding of Investment Consultants Sustainability Working Group (ICSWG-US) Announced today, Marquette has joined thirteen institutional investment consulting firms in the U.S. in establishing the Investment Consultants Sustainability Working… Read the full article > 10.06.2021 Marquette Speaking at RCRI 2021 Annual Conference On Thursday, October 28th, Nichole Roman-Bhatty, CIMA®, and Nicole Johnson-Barnes, CFA will be presenting… Read the full article > 09.22.2020 Nichole Roman-Bhatty Speaking at MAPS Conference 10/7 On Wednesday, October 7th, Nichole Roman-Bhatty, CIMA®, will be speaking at the 2020 Mid-Atlantic Plan Sponsors (MAPS) Annual Trustee… Read the full article > 08.10.2020 Nichole Roman-Bhatty Speaking at Chicago ESG Breakfast Group Roundtable 8/13 On Thursday, August 13th, Nichole Roman-Bhatty, CIMA®, will be speaking at the Chicago ESG Breakfast Group’s Roundtable Discussions, held… Read the full article > 04.25.2019 Nichole Roman-Bhatty Speaking at KORIED Global Summit 7/12 On Friday, July 12, Nichole Roman-Bhatty, CIMA®, will be speaking at KORIED’s 2019 Global Summit, “Future of Finance – Disruption, Innovation… Read the full article > 06.03.2019 David Hernandez Speaking at MAPS Conference 6/6 On Thursday, June 6th, David Hernandez, CFA and Nichole Roman-Bhatty, CIMA® will be presenting at the Mid-Atlantic… Read the full article > 01.03.2019 Nichole Roman-Bhatty Speaking at RSK Institutional Investors’ Forum 3/12 On Tuesday, March 12, Nichole Roman-Bhatty, CIMA® will be speaking at the RSK Strategy Development Group Annual Institutional Investors’ Forum in… Read the full article > 10.03.2018 Nichole Roman-Bhatty Hosting Panel at RCRI Conference 10/31 Nichole Roman-Bhatty, CIMA®, will be hosting a panel at the Resource Center for Religious Institutes (RCRI) Conference… Read the full article > 07.09.2018 Nichole Roman-Bhatty Speaking at KORIED Global Summit 7/11 On Wednesday, July 11, Nichole Roman-Bhatty, CIMA®, will be speaking at the KORIED Global Summit in Coral Gables, FL. Nichole… Read the full article > 11.26.2017 Nichole Roman-Bhatty Speaking at RBC Responsible Investing Event 12/7 On Thursday, December 7, Nichole Roman-Bhatty, CIMA®, will be speaking at the 2017 RBC Global Asset Management Responsible Investing… Read the full article > 06.01.2017 Nichole Roman-Bhatty Speaking at MAPS Conference 6/8 On Thursday, June 8, Nichole Roman-Bhatty will be speaking at the 2017 Mid-Atlantic Plan Sponsors (MAPS) Annual Trustee Education… Read the full article > 10.22.2015 Nichole Roman-Bhatty Speaking at SRI Conference 11/17 Nichole Roman-Bhatty will be speaking at the 8th annual Wealth Management Conference hosted by DePaul University’s Center for Financial… Read the full article > 03.11.2015 Nichole Roman-Bhatty Speaking at WIP Event 4/9 On Thursday, April 9, Nichole Roman-Bhatty will speak on a panel for Women Investment Professionals of Chicago. The panel… Read the full article > 07.21.2014 2014 Marquette Investment Symposium Friday, September 12, 2014 — 8:00 AM – 2:00 PM Marquette clients – Please join us to discuss the current market environment,… Read the full article > 06.26.2014 Nichole Roman-Bhatty Speaking at RCRI 11/5 On Wednesday, November 5th, Nichole Roman-Bhatty will be speaking at the Resource Center for Religious Institutes’ 2014 National Conference… Read the full article > 04.18.2014 Nichole Roman-Bhatty Speaking at MAPS Conference 6/4 On Wednesday, June 4th, Nichole Roman-Bhatty will be speaking at the Mid-Atlantic Plan Sponsors Annual Trustee Education Conference at… Read the full article > 04.18.2014 Nichole Roman-Bhatty Speaking at Chicago SRI/ESG Breakfast 4/22 On Tuesday, April 22nd, Nichole Roman-Bhatty will be speaking at the Chicago SRI/ESG breakfast to be held at the… Read the full article > 10.27.2013 Nichole Roman-Bhatty Speaking at RCRI 2013 Conference 10/23 On Wednesday, October 23rd, Nichole Roman-Bhatty will be speaking at the RCRI 2013 National Conference at the Anaheim Marriott in Anaheim, CA. She will be… Read the full article > 05.22.2013 2013 Marquette Investment Symposium Friday, September 13, 2013 — 8:00 AM – 2:00 PM Marquette clients – Please join us to discuss the current market environment,… Read the full article > 08.18.2015 Responsible Investing for Social Impact Impact investing is one of the fastest growing spaces in the investment marketplace — offering market-rate returns alongside social and… Read the full article > Subscribe to Research Email Alerts Subscribe © 2021 Marquette Associates. All Rights Reserved. Terms of Use Privacy Policy & Disclosure Documents Environmental Policy Chicago 180 North LaSalle Street Suite 3500 Chicago, Illinois 60601 Tel: 312.527.5500 Fax: 312.527.9064 Baltimore 1312 Bellona Avenue Suite 300 Lutherville, Maryland 21093 Tel: 410.825.0444 Fax: 410.825.1777 Milwaukee 735 N. 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