CANDICE KAKAR

MANAGING DIRECTOR, CHIEF OPERATING OFFICER

Candice oversees all business operations for Nucleus Advisors, leveraging almost two decades of experience in the wealth management industry. Candice’s courage, curiosity and unvarnished drive to unflinchingly interrogate reality serves our clients well—and permeates her leadership as she plays a key role in Nucleus’ mission to connect with and serve our clients.

Candice’s user-centric perspective and deep knowledge of the financial services industry compliments her skill in understanding what really works and what truly matters. Candice’s dedication to providing high-touch, responsive communications to help our clients navigate and simplify the complexities of wealth is an inspiration to all our Nucleotides.

In March 2012, Candice led the transition to Hightower—which moved Nucleus Advisors’ business from Merrill Lynch. This was an initiative that Candice was suited for, having started her career with Nucleus Advisors in June 2008, as a Registered Client Associate at Merrill Lynch’s Private Banking & Investment Group. Prior to that, Candice completed two consecutive internships with Nucleus Advisors as a summer analyst at Merrill Lynch.

Candice graduated from the University of Massachusetts at Amherst with a B.S. in Finance and holds Series 7 and 66 licenses. While at UMass-Amherst, Candice was a business consultant for three years and provided operational, financial and organizational consulting to a sustainable, vegetarian student-run café.

Candice and her husband Jared love spending time at their home in Jamestown, RI and earned their Royal Yachting Association (RYA) Day Skipper Certificate and International Certificate of Competence (ICC) on the Narragansett Bay. If Candice isn’t enjoying the open waters in Rhode Island, she may be surfing in Costa Rica or spending time with our Nucleotides in NYC.

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