About Nicole
Nicole’s responsibilities are to support clients and advisors from both our West Hartford and Westport offices.
When not at work, she enjoys spending time with her husband, friends, and family. She is a Disney Parks enthusiast, loves the summer, and often can be found working on some type of puzzle.
Education and Professional Milestones
- University of Connecticut – Graduated Magna Cum Laude
- University of Hartford – MBA
- Series 65 registered
- Has also held the role of manager in Investor Services at SS&C GlobeOp, a fund administrator offering fintech products and services
Nicole’s responsibilities are to support clients and advisors from both our West Hartford and Westport offices.
When not at work, she enjoys spending time with her husband, friends, and family. She is a Disney Parks enthusiast, loves the summer, and often can be found working on some type of puzzle.
Education and Professional Milestones
- University of Connecticut – Graduated Magna Cum Laude
- University of Hartford – MBA
- Series 65 registered
- Has also held the role of manager in Investor Services at SS&C GlobeOp, a fund administrator offering fintech products and services