Director, Senior Wealth Consultant

Nicholas J. Coccio

Nick is the Director, Senior Wealth Consultant covering the New England Territory for Ategenos Capital and brings over 12 years of financial services experience to the role. In his role, Nick works to develop and maintain relationships with financial advisors by helping to educate those advisors on Ategenos Capital’s investment solutions, marketing, practice management, and capital market capabilities..
Prior to joining Ategenos, Nick was a Regional Director at Russell Investments covering all channels in both the Northern New England and Southeast Territories. Before that, Nick was a Regional Sales Specialist at Amundi Pioneer, covering the wirehouse channel in both Chicago and Wisconsin.
Nick earned his Bachelor of Arts in Communications from the University of Rhode Island and holds both the FINRA Series 7 and Series 66 licenses.