Nicholas P. Neff

Senior Associate, Investment Operations

Nick is a Senior Associate, Investment Operations at BWM, assisting advisors and clients with all aspects of operations including the movement of assets, account opening, answering inquiries concerning operational issues, and more.

Prior to joining BWM, Nick worked at State Street as a Private Equity Fund Administrator, and before that, he worked at Wellesley Investment Partners in Wellesley, MA.

Nick has a Bachelor of Science Degree in Business Administration from the College of Charleston in South Carolina. In his free time, Nick enjoys fishing and traveling.”

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 BWM is engaged, or continues to be engaged, to provide investment advisory services.