As a Client Relationship Specialist, Nicole supports advisors and clients in a variety of duties including maintaining accurate account records, scheduling meetings, assisting with account set-up and helping to facilitate a smooth client experience.
Prior to her current position, Nicole served as a Portfolio Management Specialist, where she was responsible for assisting the firm’s Investment Team with trading, portfolio rebalancing, institutional reporting, and ongoing due diligence. She also assisted the firm’s Chief Financial Officer and senior members of the accounting team with private equity due diligence and acquisition-related work.
After fulfilling an internship with JFS her senior year of college, Nicole graduated Magna Cum Laude from Youngstown State University (OH) with a Bachelor of Science in Business Administration degree in Financial Management and a minor in Accounting. During her time at YSU, Nicole was an active member of Beta Alpha Psi, an international honor society for students in accounting, finance, and information systems.
Outside the office, Nicole enjoys spending her free time visiting her family on the east coast, reading a good book, or relaxing with her dogs.
