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Nicole is an Associate based in the Boston Office, working remotely from Maryland. As a member of the Wealth Management practice, she is responsible for working with individuals and families to help them achieve financial clarity while implementing their long-term goals.
Nicole rejoins the corporate world after taking a few years off for family. She previously worked as Client Service Associate at Daintree Advisors and Boston Common Asset Management where she assisted her clients in a variety of investment-related areas such as portfolio maintenance and financial planning strategies. Nicole started her career at Bank of New York Mellon as Client Accounting and Reporting Specialist after she received her degree in Finance from Bentley University in Waltham, Massachusetts.
Outside of work, Nicole enjoys playing tennis, gardening, and spending time with family and friends.
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