CHRISTOPHER NUSS CA - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the Senior Leadership Team
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President, Investment Products, President, Mason Street Advisors
Caitlin is our Chief Marketing Officer. Caitlin is licensed in New York State for Life, Accident & Health, as well as personal lines Property and Casualty. With over ten years of experience in the insurance industry, she works with a diverse client base and within a wide variety of industries. She is directly responsible for client satisfaction & growth of our firm. Caitlin enjoys baking, traveling the world, playing golf and spending time with her family, friends & her dachshund Leo.
CJ joined Nuss Financial in July of 2023. He graduated from Hartwick College in May of 2020 with a B.S. in Business Administration. In May of 2022 he earned his MBA from Clarkson University with an Advanced Certificate in Innovation & New Venture Management. CJ enjoys spending time coaching lacrosse, working out, and reading.
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Associate Wealth Management Advisor
Jim joined Chris's team in July of 2019, while completing his degree. He graduated from Siena College December of 2019 with a B.S. in Finance. Jim holds a Series 7, Series 66, and NYS Life, Accident, Health, and Signature Variable Life and Annuities license. He spends much of his free time working out, golfing, and with friends and family.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Senior Leadership Team
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Associate Wealth Management Advisor
Melissa joined Chris's team in February of 2012 with experience in the retail banking side of the finance industry. She holds a Series 7 and 66 securities license as well as her NYS Life Accident and Health license. Melissa is responsible for insurance and investment applications and services. Melissa graduated with a Masters Degree in Business Administration from Alfred University in 2007.Melissa and her husband Zach enjoy running, kayaking, camping, and anything that involves the outdoors.
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Riley joined the team in September of 2021 as our Executive Assistant. She has over 9 years of experience in the customer service industry, and is excited to learn and grow within the family business. Riley enjoys spending time with her family, friends, her fiance Alex and their two dogs. She loves animals and staying active.
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
TJ's areas of expertise include investment planning and asset allocation strategies, life and disability income insurance planning, employee and executive benefits, retirement analysis and income solutions, personal planning analysis and tax-efficient investment strategies.
TJ lives for building life-long relationships with the families he serves by helping to align their goals and values with their allocation of capital.
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services