Nikki serves as Senior Vice President, Intermediary Business, 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.
Previously, he also 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 from Stevens Institute of Technology.
Previous Experience
- Head of Portfolio Management at Lenox Wealth Advisors
- Head of Operations at Lenox Wealth Advisors
- Director 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
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
