Nicholas Rafferty Email & Phone Number
Vice President, Wealth Advisor @ Chilton Trust
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Nicholas Rafferty Location
- Palm Beach, FL, US
Nicholas Rafferty Work
- Vice President, Wealth Advisor @ (May 2014 - Present)
- Vice President, Portfolio Manager @ (January 2012 - May 2014)
- Associate Vice President @ (June 2007 - January 2012)
- Associate @ (August 2005 - June 2007)
- Analyst @ Capital Counsel (January 2004 - August 2005)
Nicholas Rafferty Education
- Trinity College-Hartford
B.A. (History)
1999-2003 - St. George's School 1995-1999
- St. David's School
Class of 1995
Nicholas Rafferty Skills
- Microsoft Word
- Capital Raising
- CMBS
- Institutional Investments
- CRM
- Family Office
- Analytics
- Client Services
- Fundraising
- Financial Statement Analysis
- Options Strategies
- Editing
- Securitization
- Securities Regulation
- French
- Investments
- Analysis
Nicholas Rafferty Summary
- Nicholas Rafferty, based in Palm Beach, FL, US, is currently a Vice President, Wealth Advisor at Chilton Trust. Nicholas Rafferty brings experience from previous roles at Chilton Trust, Morgan Stanley, Butler Capital Corporation and Capital Counsel. Nicholas Rafferty holds a 1999 - 2003 B.A. in History @ Trinity College-Hartford. With a robust skill set that includes Microsoft Word, Capital Raising, CMBS, Institutional Investments, CRM and more. Nicholas Rafferty has 1 emails and 1 mobile phone numbers on RocketReach.
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