Nicole Bock

Client Relationship Associate

Nicole Bock joined the firm in 2023 as a client relationship associate and works with the clients of Mary Lago and Peter Jones. She supports clients in a variety of ways such as transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests. 

Nicole earned her Bachelor of Science in Finance and Management from Old Dominion University. Prior to joining the company, Nicole worked with the Bank of New York Mellon in Client Activation assisting clients with account set up and account maintenance.

In her free time, she enjoys hiking, outdoor sports, traveling and trying restaurants around Portland.