Nicco Moriates
Associate at Trident Strategic Partners | CFA Level II Candidate
- Role
- Associate at Trident Strategic Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Nicco Moriates
My name is Nickolas (Nicco) Moriates. I am a registered Investment Advisor representative…
Experience
Associate
May 2025 — Present · Charlotte, NC, US
As an associate with Trident: • Provide general operational support for firm clients including but not limited to opening and maintaining custodial accounts, managing the subscription process, processing capital calls, managing subscription agreements, generating and distributing performance reports. • Provide general investment advisory support of the firm’s due diligence process through sourcing and intaking perspective investment managers, conducting investment manager research and analysis, and supporting portfolio construction and implementation strategies. • Provide general administrative support to senior team members by assisting with presentation materials and client communications, supporting the coordination of meetings and events, and contributing to business development and client acquisition efforts.
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