ENTREFOLIO.COM - Key Persons
Janine manages our accounting and financial systems, human resources functions, and office operations. She is also a key member of our compliance team and supports various departments across our firm including trading, financial planning, performance reporting, and account billing.
Holding the CFP® designation and as a CFA® Candidate, Nick leads a team of financial planning consultants that implement various portfolio analysis and planning resources with the goal of improving clients' financial situations. Nick is a key member of the investment team and is positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.
Nicole is a key member of the operations team by supporting the firm's data management, reporting, billing and trading functions. Her background in corporate accounting and process-driven approach is invaluable to the firm's broader portfolio accounting needs.