Assistant Vice President, Platform Operations
Nick’s responsibilities consist of supporting the Managed Accounts Team and working closely with our Network Partners and Asset Managers handling 3rd Party Manager requests, establishing accounts and assisting throughout the transitions process. Prior to joining Dynasty he worked in Operations with New York Life in their mutual funds department and RIA branch providing elite service to hundreds of advisors and clients across the country. Nick played a big role in platform navigation training there and educating the field on how to be more self-sufficient. He attended Rutgers University and graduated with a BS in Exercise Science and Sports Studies. In his free time, Nick enjoys spending time with his family and friends, attending Yankees games, golfing, cooking and traveling.