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
- 2014 -now Vice President, Wealth Advisor @
- 2012 -2014 Vice President, Portfolio Manager @
- 2007 -2012 Associate Vice President @
- 2005 -2007 Associate @
- 2004 -2005 Analyst @ Capital Counsel
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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