Nicole is a seasoned wealth management professional with over 19 years of experience between business management, wealth management and family offices. She currently serves as a Lead Client Advisor at Fortis Management Group, a boutique multi-family office for complex, UHNW families. Before joining Fortis, she led a multijurisdictional single-family office, building it from scratch, to oversee complex wealth planning and financial matters for a family spanning three generations. Nicole has also held key roles at Jump Ventures (MA), GlowTouch (KY), Vigilant Capital Management (NH), Ballentine Partners (NH), and Endurance International Group (MA). She holds a B.S. from Florida State University and attended the College for Financial Planning.
Nicole lives in the NH’s Lakes Region with her husband, Ed, and two children. They enjoy outdoor activities like rock climbing, hiking, kayaking, mountain biking, snowshoeing, and snowboarding. In her rare moments of solitude, Nicole loves curling up with a good book.