WALTHAM, fair., June 16, 2021 / PRNewswire-PRWeb / – Nicole Bailey joined the team at Fortis Management Group LLC, a company in Waltham, MA More than two dozen wealthy individuals and families with multi-family office services. As a committed asset management expert, Nicole has over 17 years of experience in corporate management, asset management and family offices. Before joining Fortis, Nicole was Managing Director and Chief Financial Officer for a single family office based in Wolfeboro, NHthat she built from the ground up. She was previously also Head of Asset Management for Jump Ventures in. active Boston, the managing director for Vigilant Capital Management in Portsmouth, NH, Chief of Staff of the Endurance International Group in Burlington, MA and managing director for Ballentine Partners in Wolfeboro, NH.
“Nicole’s experience, reputation and leadership in the family office space are world class,” says Jay gold color, Founder and managing director of the Fortis Management Group. “It strengthens our resources and increases our ability to grow. Accepting you into the team is a great asset for our customers.”
As Lead Client Advisor, Nicole will act as a daily point of contact for a number of Fortis customer families. In her role, she will be responsible for quarterbacking sophisticated wealth planning strategies and providing unbiased financial advice to her clients. “I was immediately fascinated by Fortis because of its excellent reputation,” says Bailey. “When you have highly respected industry experts praising a company, you know that it’s because of their people. I enjoy working with great colleagues as we continue to build on that solid foundation.”
Nicole has a BS of Florida State University and attended the college for financial planning.
// About Fortis Management Group LLC //
Fortis Management Group helps wealthy families make informed financial decisions by offering an ongoing, strategic analysis of their overall financial condition for a fee. We are an imaginative, dedicated team of experienced generalists who offer the full range of family office services, with one notable exception: Fortis will never offer investment advice. This enables us to remain an unbiased advisor and true guardian of our clients’ best interests. Our customers respect us for our broad expertise, our transparency and our ability to master complex scenarios – but ultimately it is our deep commitment to decency, integrity and close communication that earns us a place at the table from one generation to the next. Please visit us at http://www.fortismgmt.com.
Marile Borden, Metal Creative Services, +1 5084984474, [email protected]
SOURCE Fortis Management Group, LLC