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Nicola Wealth
Max Lane

Max Lane

Manager, Advisory Services - Associates | Client Relationship Manager at Nicola Wealth

About

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Manager

Lucy So

Vice President, Institutional Client Relationship Manager

Peers

Evelyn Yung

Senior Manager, Advisory Services – Associates | Client Relationship Manager

Joey Zhang

Director, Asian Client Division

Reports

Connie Zhou

Senior Wealth Planning Associate | Client Relationship Manager

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Timeline

Manager, Advisory Services - Associates | Client Relationship Manager
February, 2022 - present
Team Lead, Wealth Planning Associates | Client Relationship Manager
November, 2021
Senior Financial Planning Associate
March, 2021
Financial Planning Associate
May, 2019

Related people

Evelyn Yung
Senior Manager, Advisory Services – Associates | Client Relationship Manager at Nicola Wealth