Nick Bertozzi

Nick Bertozzi has a diverse work experience in the financial industry. Nick is currently the Managing Director at Choreo. Previously, they served as the Chief Operating Officer at CHERRY BEKAERT WEALTH MANAGEMENT LLC from October 2018 to December 2022. Before that, they were the Operations Director at SBK Financial for a brief period in September 2018. From January 2013 to August 2018, Nick worked as the Investment Operations Manager at CHERRY BEKAERT WEALTH MANAGEMENT LLC. Earlier in their career, they held various roles at The Roseline Financial Group LLC from 2007 to 2013, including Senior Operating Officer and Trading and Operations Manager. Prior to that, they worked at Wachovia Securities from 2003 to 2007, where they held positions such as Associate Agency Equity Trader, Unit Investment Trust Trader, and Floating Financial Service Representative.

Nick Bertozzi received their BA in Business/Economics from Randolph-Macon College, where they studied from 1999 to 2003.