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 Advisory Committee Member Profile


Nick Bertozzi

Cherry Bekaert Wealth Management
Chief Operating Officer
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Areas of Expertise
Introduction to Customer Experience
In integral part of Cherry Bekaert’s Wealth Management team, Nick serves as Chief Operating Officer responsible for directing and managing the operations team. He works with the executive team to help develop and direct all aspects of the organization’s operational policies, initiatives, and objectives. Nick’s main role is to develop strategies
to help the organization in its short-term and long-term financial and operational goals while implementing them in the most efficient way.

Nick brings over 15 years of financial services experience to Cherry Bekaert Wealth Management. He has been with the Firm for over five years, where he managed the day-to-day operations and portfolio management for clients before stepping into the Chief Operating Officer role. Nick joined the Firm from The Roseline Financial Group, LLC where he managed operations, trading, and portfolio management.

He began his career with South Trust Bank, later becoming Wachovia Bank, as a manager, and then worked on the UIT and equity trading desks for Wachovia Securities. While on the trading desks, Nick helped clients purchase municipal bond UITs as well as instituted strategies to assist advisors and institutional investors purchase stock.

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To learn more about how the University of Richmond Customer Experience Program program helps executives drive real business results, download a brochure and schedule a call with one of our career counselors.
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LOCATION
School of Professional and Continuing Studies
490 West Hampton Way
University of Richmond, VA  23273

CONTACT US

Program Manager: Rachel Nicholas
Email: Rnichol4@richmond.edu
Phone: (804) 352-3443

CUSTOMER EXPERIENCE PROGRAM at the UNIVERSITY OF RICHMOND

The Customer Experience Certificate Program is designed to train and develop professionals in the ever-evolving customer experience field.
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