S1 E12 The Journey of Nola Kulig

Nola Kulig is elegant, knowledgeable and experienced both as an advisor but also for the advocacy of women in financial services.  This independent advisor in Longmeadow, Massachusetts is a Certified Financial Advisor and a Chartered Financial Analyst.  In that regard, amongst the first to be so well versed.  Our conversation was collegial and thorough.  We were learning life lessons like sitting in an advanced business or philosophy class.

Prior to beginning her advisory practice in 2012, Nola managed Kulig Consulting, LLC, a consulting firm for high net worth individuals and family wealth offices. Her previous experience includes being a senior consultant at Blue Heron Consulting, a boutique management consulting firm to investment management organizations, consulting on roughly $1 trillion in assets. 

Before joining Blue Heron in 2000, she was part of the senior management of Russell Investment Group, then the country's leading pension consulting firm and manager of over $100 billion in investments. Nola served most recently at Russell as portfolio manager with direct responsibility for $3 billion of assets. Nola was also a senior investment strategist, a member of Russell's Index Policy Committee and a consultant to Fortune 500 pension funds.

Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling & ED Dudley to hear the journey of Nola Kulig.

You can find our podcast wherever you listen to podcasts and on YouTube here:  https://youtu.be/uBAUq_5JIqo

If you know someone in and around finance with an exciting story, don't hesitate to contact ED Dudley.

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