Dominika Gergely, CFA, CAIA: Strategic Financial Advisor Driving Client Success at Nuveen

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    Dominika Gergely, CFA, CAIA, serves as a distinguished Managing Director and Private Wealth Advisor Consultant at Nuveen, a TIAA company, with a focus on driving sales and client service for a range of investment solutions within the Washington, DC metropolitan area.

    With a comprehensive career spanning financial expertise and advisory roles, Dominika has excelled in her current role since March 2023. During her tenure as Vice President at Nuveen from November 2020 to March 2023, she exhibited remarkable prowess in handling the complexities of the RIA and Private Wealth Advisor landscape in the Washington DC-Baltimore area.

    Prior to her illustrious journey at Nuveen, Dominika spent six years at BlackRock, where she undertook progressive roles starting as a Sales Associate and eventually becoming an RIA Market Consultant. Her exceptional contributions and dedication earned her recognition and substantial experience in the financial industry.

    Dominika’s academic achievements are equally impressive, having earned a Bachelor of Arts in Finance from Wofford College with honors (Cum Laude). Her academic prowess is complemented by her active participation in the Youth Hungarian National Basketball Teams and her role as an NCAA Division I Basketball Player, illustrating her commitment to excellence both on and off the court.

    Her commitment to professional development is evident through her certifications as a Chartered Alternative Investment Analyst (CAIA) and a Chartered Financial Analyst (CFA). Furthermore, she holds licenses including Series 7 and Series 66 issued by FINRA.

    Dominika Gergely’s expertise spans investments, financial sales, alternative investments, mutual funds, ETFs, and closed-end funds. Her skill set, coupled with her industry knowledge and technological proficiency in tools like Microsoft Office, positions her as a highly capable and knowledgeable professional in the financial advisory realm. Her multifaceted background, coupled with a relentless drive for success, solidifies her reputation as a leader and a valuable asset within the financial services industry.

    Character: Dominika Gergely embodies dedication, integrity, and a commitment to excellence, evident through her academic achievements, athletic prowess, and consistent professional growth in the financial sector.

    Knowledge: With a robust educational background and certifications including CFA and CAIA, Dominika possesses extensive expertise in financial advisory, investment solutions, and strategic wealth management.

    Strategic: Dominika strategically navigates the financial landscape, showcasing adeptness in driving sales, client service, and business development initiatives, particularly in the RIA and Private Wealth Advisor domains.

    Communication: Known for her exceptional communication skills and industry knowledge, Dominika excels in articulating complex financial concepts, building client relationships, and effectively conveying investment strategies to stakeholders.


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    Lisa Williams is a versatile professional with a strong track record in marketing, business ownership, and interior design. Currently, as the Marketing Director at Boardsi since February 2021, she has been a driving force behind the company's branding and strategy. Her creative vision and strategic insight have been instrumental in Boardsi's growth and success. With a history of entrepreneurial ventures, Lisa owned Tootsies Shoes, a boutique from February 2017 to September 2019, where she managed sales, accounts, buying, and merchandising. Earlier, at Pottery Barn, she excelled as a Sales and Interior Design Specialist from February 2008 to May 2016, bringing her talent for creating appealing living spaces and exceptional customer service. Lisa's educational foundation was laid at California State University, Chico, where she earned her bachelor's degree in Interior Design in 2004, coupled with active involvement in the Alpha Delta Pi Sorority.