Nick Rogers is the Director of Operations and Wealth Strategy for Rose Advisors. Nick leads the team’s financial planning efforts and he works collaboratively with clients to create customized financial plans. He focuses on developing comprehensive wealth management strategies to help clients realize their financial goals. Nick also manages the daily operations of the team and is responsible for trading program execution, performance reporting and custodian management. Prior to joining the team in 2010, Nick worked for BNY Mellon Wealth Management in Boston, MA.
Nick received his Bachelor of Science degree in Finance and Marketing from Boston College. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds his series 7 and 66 licenses. He currently resides in New York with his wife, Emily and their twin daughters. In his free time, Nick enjoys playing golf, skiing and following the New York Yankees.