About
Nicole
Nicole coordinates trade reconciliation, data backup, quarterly investment composites, and account administration for a team of portfolio managers.
Nicole is a notary public and serves as an impartial witness related to the signing of important documents.
Outside the office, Nicole is married with two children and lives in Oxford, Massachusetts.
Education and Professional Milestones
-Joined Focus Partners Wealth through the firm’s 2021 merger with Capital Advisors LLC, where she had assumed responsibility for the administration of client services
-Has held roles as a district assistant with GMAC Mortgage LLC and as a legal assistant
Nicole coordinates trade reconciliation, data backup, quarterly investment composites, and account administration for a team of portfolio managers.
Nicole is a notary public and serves as an impartial witness related to the signing of important documents.
Outside the office, Nicole is married with two children and lives in Oxford, Massachusetts.
Education and Professional Milestones
-Joined Focus Partners Wealth through the firm’s 2021 merger with Capital Advisors LLC, where she had assumed responsibility for the administration of client services
-Has held roles as a district assistant with GMAC Mortgage LLC and as a legal assistant