Client Advisory

Biography

Nicole is an Associate in the New York office, where she manages the bill pay and concierge services for clients. Her unique experience allows her to easily think outside of the box and create robustly proactive timelines and procedures to best serve her clients’ and team’s needs.

Prior to joining Cerity Partners, Nicole served as a Bill Pay & Concierge Specialist at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, she was a large portfolio Asset Manager and Accounting Specialist for a national real estate company based in Tampa, Florida.

In her spare time, Nicole enjoys spending time outdoors with her family as well as participating in her community and other philanthropic endeavors.

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.