Nick Bertozzi

Title:Investment Operations Manager

Education:Bachelor of Arts in Business and Economics, Randolph-Macon College

Nick Bertozzi

An integral part of Cherry Bekaert’s Wealth Management team, Nick serves as Investment Operations Manager and assists financial advisors with the implementation of investment plans and portfolio rebalancing. He also oversees day-to-day back office operations of the Firm, which includes client performance reporting, billing, compliance reporting, and managing the portfolio management system.

Nick brings 11 years of financial services experience to Cherry Bekaert Wealth Management. Nick joined the Firm from The Roseline Financial Group, LLC where he managed operations, trading, and portfolio management. He began his career with South Trust Bank, later becoming Wachovia Bank, as a manager, and then worked on the UIT and equity trading desks for Wachovia Securities. While on the trading desks Nick helped clients purchase municipal bond UITs as well as instituted strategies to assist advisors and institutional investors purchase stock.

 

Professional Involvement

  • Registered Investment Advisor Representative