Nissa E. Fiano

As the client relationship manager, Nissa leads the client relationship specialist team. She is responsible for preserving our legacy of exceptional client experiences. As part of that process, she leads our innovation process teams and develops continuing education programs for our staff.

Nissa maintains a large number of close relationships with our largest and most complex clients to ensure consistent and exceptional service. She supports our most senior portfolio management and wealth planning professionals.

Nissa has over 10 years of experience in wealth management. She worked in the hotel conference planning industry for three years, as well as in banking, where she provided support services to the loan administration function.

When she’s not at work, you can find Nissa on the golf course or the ski slopes. She enjoys spending time with her three daughters and her husband and riding her Peloton bike.