Nicole O'Connell, Associate Portfolio Specialist at JFS Wealth Advisors

As Associate Portfolio Specialist, Nicole is responsible for assisting the firm’s Investment Team with trading, portfolio rebalancing, institutional reporting, and ongoing due diligence. She also assists the firm’s Chief Financial Officer and senior members of the accounting team with private equity due diligence and acquisition-related work.

Prior to her current position, Nicole served as Accounting Analyst for JFS, where she was responsible for evaluating fee structures, performing billing audits, and analyzing company financial data such as fluctuations in account balances, budget to actual variances, and other analytical considerations evaluated by the accounting team.

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.

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Bachelor of Science in Business Administration (Financial Management), Youngstown State University


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