General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
As a Portfolio Manager, Nolan is responsible for overseeing the portfolios of client accounts as well as conducting performance and market reviews. Further, he aids in the private markets and real estate services offered within Trust Point’s Wealth Management and Family Office departments. Nolan is passionate about the wide range of analysis and projects he contributes to in this role. He takes great pride in providing high-level service to clients in helping them reach their financial goals.