Forrestel Nugent
Manager, Family Office Services at Trove FS, LLC
- Role
- Manager, Family Office Services at Trove FS, LLC
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Forrestel Nugent
FINRA: Series 7 FINRA: Series 66 FINRA: Series 65 FINRA: Series 63 Currently…
Experience
Manager, Family Office Services
Jul 2024 — Present · Boston, MA, US
Trove provides comprehensive solutions to manage the financial, administrative, tax, and lifestyle needs of ultra-high-net-worth families and privately held businesses. As a multi-family office, we focus solely on delivering customized, à la carte services tailored to each family\'s unique needs.Our integrated suite of family office, business, and tax services is personalized to address the distinct financial requirements of every client. Nimble, entrepreneurial, and collaborative, our dedicated engagement teams immerse themselves in understanding each client’s priorities, goals, and challenges. For many clients, we serve as their personal CFO—coordinating, reporting, integrating, and facilitating various aspects of their lives. By working closely with the family’s advisor team, we fill gaps, provide essential financial checks and balances, and leverage our broad network of resources.
Education
Morristown Beard School
High School
2007 — 2011
Harvard Business School Online
Business Analytics
2020
Boston University
Financial Planning Certificate Program
Hobart and William Smith Colleges
Bachelor's Degree, Communication and Media Studies / Economics
2011 — 2015
Skills
- Health Insurance
- After Effects
- Sem
- Event Planning
- Film Production
- Social Media
- Social Media Marketing
- Life Insurance
- Powerpoint
- Microsoft Excel
- Sound Editing
- Dreamweaver
- Illustrator
- Visual Merchandising
- Financial Analysis
- Research
- Adobe
- Marketing
- Avid Media Composer
- Social Networking
- Online Marketing
- Sound Design
- SEO
- Ableton Live
- Video Editing
- Public Speaking
- Customer Service
- Microsoft Office
- Sales
- Final Cut
- Accident Insurance
- Digital Marketing
- Disability Insurance
- Javascript
- Management
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