giving back
We believe strongly in community involvement and we take pride in being a member of the greater San Diego community. Team members support local and national non-profit organizations with their time, talent and treasure, including serving on several boards and investment committees. Many are also actively involved in women’s and youth activities that foster academic, artistic, athletic and/or career development. Our Giving Back Committee is responsible for identifying local and national organizations for the firm to support that align with our mission and foster employee engagement.
See us in service

NicPartners’ Holiday Elves Spring Into Action

With cheerful and generous hearts, NicPartners’ Holiday Elves rally around the Boys and Girls Club Adopt-A-Family program to provide gifts and grocery gift cards for several families in need. “No one person can do everything, but everyone can do something.” — Anonymous Happy holidays to you and yours!    

Team NIC Laced up for Race for the Cure

Sunday, November 4, Nicholas Partners employees and friends walked in support of Breast Cancer Research in Balboa Park, just south of our Rancho Santa Fe, CA offices. Spearheaded by the firm’s Giving Back Committee, the team had a great time completing the picturesque 5K!

Team NIC Rolls Up Its Sleeves at Local Beach Clean Up

Nicholas Partners team members rise early on a Saturday morning to lend a hand at a local beach cleanup near Oceanside Pier—just north of our offices in Rancho Santa Fe, CA. Spearheaded by the firm’s Giving Back Committee, the team collected over 26.5 pounds of trash from the shoreline and nearby children’s park. “Living in […]

Lisa Wheatley “Wall Street Insights” panelist at the NASDAQ/NIRI San Diego IR Summit

Portfolio manager and healthcare specialist Lisa Wheatley sat on the “Wall Street Insights” panel at the NASDAQ/NIRI San Diego IR Summit on Thursday, June 28. WD-40 CEO Garry Ridge was a keynote speaker on the topic, “Building Your Tribe – Fostering a Culture of Leadership from Within”. This event was held at WD-40’s new headquarters […]

Lisa Wheatley Spoke at the CFA Society of LA and CAIA 2018 Hedge Fund Symposium

May 23, 2018, Lisa Wheatley, Senior Analyst and Portfolio Manager for Healthcare Opportunities, shared her insights on the healthcare market at the CFA Society of Los Angeles and CAIA 2018 Hedge Fund Symposium. The event also featured an allocator’s panel with representatives from The Broad Foundations, JP Morgan’s Private Bank, PAAMCO, Pepperdine University and UCLA.

Catherine Nicholas speaks at Rady School of Management at UCSD

March 15, 2018. The Masters in Finance Program at the Rady School of Management at UCSD invites Catherine Nicholas to share her philosophy on investing in dynamically growing small- and mid-cap companies and current outlook on the capital markets.
we support
100 Women in Finance
A Bridge For Kids
Tiogo Foundation
A Bridge for Kids
American Quarter Horse Association (AQHA)
Boys and Girls Club of Douglas, Wyoming
Community Resource Center of North County San Diego
Just In Time for Foster Youth
North County Food Bank
San Diego Seniors Community Foundation
Sharp HealthCare, Finance Committee
Stand Up To Cancer