NICOLE M. RODERICK Financial Analyst & Chief Marketing Manager

Nicole joined the de Burlo Group in July of 2015 and serves as the de Burlo Group’s Financial Analyst & Chief Marketing Manager.  Nicole began her professional career as an Event Director in Boston’s Leather District and received a B.A. Degree in Fine Arts & Secondary Education, graduating from Emmanuel College. Nicole’s responsibilities include account management, monitoring client portfolios for cash levels, asset allocation, pricing, corporate actions, reconciliations & inventories. She is also responsible for oversight of the trade settlement & operations process, monthly and quarterly client reporting. In addition, she serves as the Chief Marketing Manager, creating and maintaining marketing/graphic materials for the de Burlo Group, INC. 

Assisting indivuals, corporations & religious/non-profit organizations with financial investing,

 across New England, for the past 30 years!