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Nicole Johnston

Nicole Johnston

Associate at Family Management Corp.

Bedford, NY , United States

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

OrganizationRoleDate RangeDetails
Family Management CorporationAssociateSep 2018 to Present
Family Management CorporationInternJul 2018 to Aug 2018
Bedford IrrigationOffice AssistantJun 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 PoolsOffice ManagerMay 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 CareCaretakerJan 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)

NameRoleLocation
Charles Hayden
Charles Hayden
Senior AssociateNew York, NY , United States
David Schawel
David Schawel
Chief Investment OfficerChapel Hill, NC , United States
Tresson Patterson
Tresson Patterson
Investment AnalystRaleigh, NC , United States
Michael K
Michael K
Head TraderNew York, NY , United States