Nick Bertozzi

Title:Chief Operations Officer

Education:B.A. in Business and Economics, Randolph-Macon College

Nick Bertozzi

An integral part of Cherry Bekaert’s Wealth Management team, Nick serves as Chief Operating Officer responsible for directing and managing the operations team. He works with the executive team to help develop and direct all aspects of the organization’s operational policies, initiatives, and objectives. Nick’s main role is to develop strategies
to help the organization in its short-term and long-term financial and operational goals while implementing them in the most efficient way.

Nick brings over 15 years of financial services experience to Cherry Bekaert Wealth Management. He has been with the Firm for over five years, where he managed the day-to-day operations and portfolio management for clients before stepping into the Chief Operating Officer role. 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