Nicki Feid

Nicki manages account openings, transfers, money movements, and day-to-day coordination with custodians. She serves as the primary liaison between clients and the service departments at account custodians, ensuring that nothing gets lost, delayed, or overlooked. Her three decades at the firm mean she has the institutional knowledge to anticipate issues before they arise and the relationships to resolve them quickly when they do. Nicki coordinates complex situations, always going above and beyond to ensure every client receives the same attentive care.