Nikki serves as Senior Vice President, Intermediary Operations, and is based in one of our New York City offices. He joined the Wealthspire team from his role as Head of Portfolio Management for Lenox Wealth Advisors.

Prior to joining the team, he served as Director of Operations for Dunbar Capital Management, LLC and in various operational roles at UBS and Morgan Stanley.

Nikki holds a bachelor’s degree in finance from State University of New York at Oswego and earned his master’s degree in information management from Stevens Institute of Technology.

Previous Experience

  • Director of Operations at Dunbar Capital Management, LLC
  • Manager of Operations at Dunbar Capital Management, LLC
  • Senior Associate – Investment Solutions at UBS
  • Associate – Operations Control at Morgan Stanley

Education & Credentials

  • BS, State University of New York – Oswego, Finance
  • MS, Stevens Institute of Technology, Information Management