Nicole Weirich
As fund operations manager for Satori’s investor experience team, Nicole Weirich leads the operational and administrative functions for the team, including investor onboarding, treasury management, investor portal maintenance, CRM system management, and coordinating legal documentation related to fund and investor compliance. She supports the investor experience team’s efforts to efficiently respond to and manage investor and internal team requests, serves as a key liaison with the fund administrator, communicates with investment managers, and supports business development efforts. She also assists with firmwide initiatives and special projects, including coordinating all logistics for the firm’s Optimal Living gift box initiative.
Prior to joining Satori, Nicole was an investor relations associate at Strait Capital, where she managed a variety of client-focused responsibilities such as on-boarding, document processing and management, CRM database maintenance, and treasury services. Previously, she served as a private equity investment analyst at the California State Teachers’ Retirement System (CalSTRS), where she performed analytics, coordinated closing processes, and managed the deal pipeline. She also worked in an administrative assistant role at the California Public Employees’ Retirement System (CalPERS). Prior to that, she worked as a web administrator and assisted with the growth of a start-up business that was acquired by Match Group in 2012.
Nicole earned a Bachelor of Science degree in business administration from California State University, Sacramento, with a minor in communications.