Worontzoff

Nick Worontzoff

Senior Vice President, MBD

 

     

Nick Worontzoff is a Senior Vice President at CoastalOne, leading our alternative strategy distribution to wealth managers. Nick has over three decades of financial service experience and is the founder and managing partner of NW3 Access, a placement agent focused on providing wealth managers affordable access to a unique set of alternative investments.

Nick was the Managing Director for Virtus Real Estate Capital, an Austin, TX-based private equity real estate firm, leading capital development efforts across the US. Prior to that, he was head of business development and a minority owner at Evermore Global Advisors, an asset management firm, providing investment advisory services for mutual funds and institutional accounts in separate global and European strategies.

In these roles Nick was tasked with developing and implementing sales, marketing, and investor relations strategies, raising over $1B in assets during his tenure. Previously, Nick was the Director of Sales at Clearbrook Financial, a leading provider of fee-based managed account services to the institutional investment community, where he provided wealth management services to fee-based advisors, family offices, trust companies, institutional consultants, and banks.

From 1995 to 2007, Mr. Worontzoff served in several sales and senior sales positions at Fidelity Investments, directing sales and marketing for Fidelity’s Registered Investment Advisor Group in the Mid-Atlantic and East Coast region.

Nick sits on the advisory board of Advisorpedia, a national media company providing information and educational content to advisors and financial professionals, and is a senior advisor of Gladstone Group Inc., a national firm providing M&A advisory, valuation, and executive search services exclusively to registered investment advisors, asset managers, and broker-dealers.

Mr. Worontzoff graduated with a BS from the University of Buffalo with a finance concentration.  He holds his FINRA Series 7, 66, 63 and SIE