Nicole is a Director within Pathstone’s Personal Chief Financial Office (PCFO) group, where she leads client engagements and oversees the PCFO Client Service team that serves as a strategic partner to ultra-high-net-worth families. She plays a central role in helping clients manage the complexity of their financial lives, offering thoughtful guidance, proactive planning, and helping ensure all aspects of their financial world are optimized and aligned with their long-term goals.
Prior to joining Pathstone, Nicole worked at Paul McCoy Family Office Services, a multi-family office in Boston, where she supported clients and private foundations with financial and investment reporting, tax preparation, and tailored financial guidance. She began her career in public accounting as part of the Private Client Services Tax team, serving high-net-worth individuals and their related entities, including partnerships, trusts, and foundations.
Nicole earned her bachelor’s degree in Accounting and Finance from Florida State University and is a licensed Certified Public Accountant (CPA).
