About
Nicole Johnston is a Senior Associate – Accounting at Family Management Corporation, based in Bedford, NY, where she has been a key member of the team since September 2018. In her current role, she is responsible for accounting functions supporting the firm's wealth management and investment advisory services, ensuring accurate reporting and financial controls related to client portfolios and firm assets.
Her expertise lies in the accounting and operational aspects of investment management, with a focus on servicing high-net-worth individuals and families, but public records do not specify her direct involvement in particular asset classes or investment sectors. Nicole previously gained experience as an intern at Family Management Corporation and served as an office assistant at Bedford Irrigation prior to joining the firm full-time.
Nicole holds a Bachelor's degree in Business Economics with a minor in Communication from the State University of New York College at Oneonta, further strengthening her analytical and communication skills. Her professional approach in accounting and client service is grounded in her robust educational background and hands-on industry experience since 2018.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Family Management Corporation | Associate | Sep 2018 to Present | — |
| Family Management Corporation | Intern | Jul 2018 to Aug 2018 | — |
| Bedford Irrigation | Office Assistant | Jun 2015 to Jun 2018 | • Recorded jobs into log book, prepared customer invoices, organized & filed company bills, updated customer database, assisted in reconciling bank accounts, and managed accounts receivables. |
| Suburban Pools | Office Manager | May 2014 to Jun 2018 | • Prepared invoices for customers and daily schedules for employees through Smart Service, responded to customer / employee e-mails and phone calls, organized company files, maintained inventory level... |
| Private Child Care | Caretaker | Jan 2010 to Jan 2018 | • Accountable for the safety and wellbeing of nine children, ranging from two months to ten years of age. |
Education
State University of New York College at Oneonta
Bachelor's degree, Business Economics Major, Communication Minor
2014 — 2018
Others at Family Management Corp. (4)
| Name | Role | Location |
|---|---|---|
| Senior Associate | New York, NY , United States | |
| Chief Investment Officer | Chapel Hill, NC , United States | |
| Investment Analyst | Raleigh, NC , United States | |
| Head Trader | New York, NY , United States |