Nikolas Reed serves as an Associate Director, Private Wealth Client Services with Cresset. Before joining Cresset, he was a Client Service and Portfolio Accounting Representative with Asset Management Advisors.
Earlier in his career, Nikolas was the Trading Paraplanner for an Ameriprise private wealth advisory firm. He has experience with investment planning, securities transactions, and knowledge of investment concepts and investment products.
Nikolas is currently pursuing a Bachelor of Finance degree.