Neil Kotecha

Senior Investment and Business Analyst at Nucleus Advisors - New York, NY, US

Neil Kotecha's Colleagues at Nucleus Advisors
Isabel Thorson

Client Associate, Risk Management

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Communications, Connection & CRM Specialist

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Senior Financial Analyst

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Peter McCleary

Registered Client Associate

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Francesca Bolton

Director, Finance And Operations

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Peter Byrne

Partner and Managing Director

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N/A
Location
New York, New York
Company
Nucleus Advisors
Neil Kotecha's Company Details
Nucleus Advisors logo, Nucleus Advisors contact details

Nucleus Advisors

New York, NY, US • 20 - 49 Employees
Financial Services

Nucleus Advisors is the Difference Maker's Difference Maker™. We are a private wealth management firm with a simple mission: to be with our clients. Of course there is nothing simple behind "the how" of our connections with our clients which is why we measure everything. We rarely give ourselves more than a "meets expectations." A habit that keeps us humble and curious. It also builds competence and helps us acquire wisdom. Others grade Nucleus and give us accolades.* We are pleased when we see that happen.But we keep our focus on you—artists, advocates, athletes, entrepreneurs, executives, philanthropists, families and foundations—leaders and entities that keep choosing to be Difference Makers.Nucleus's connections, curiosity, diversity and depth are an extension of our Withness™ mind-set, our learning orientation and our commitment to preeminence. We are a team of teams—our Nucleotides representing a multitude of backgrounds and orientations, each specializing in key elements of our practice.As different as each of our Nucleotides is, together we focus on the singular path in front of us—never shying away from challenging ourselves, provoking dialogue or leading the way toward the intersection of what really works and what truly matters. Nucleus stays connected to our clients and knows how to engage an audience because we rise above the "what now" moments—and lead others toward what is next. In fact, we transform tension into character, character into opportunity, opportunity into acquired wisdom and acquired wisdom into inspired action. *Barron's Ranking: 2020 Top 50 Private Wealth Management Teams. Forbes Rankings (Jordan Waxman, Founder & Managing Partner) #59 in America's Top Wealth Advisors 2020 and 2020 Best-In-State Wealth Advisors (#10 New York).Securities offered through Hightower Securities, LLC. Member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org.

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Neil Kotecha currently works for Nucleus Advisors.
Neil Kotecha's role at Nucleus Advisors is Senior Investment and Business Analyst.
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Neil Kotecha works in the Financial Services industry.
Neil Kotecha's colleagues at Nucleus Advisors are Isabel Thorson, , , Peter McCleary, Francesca Bolton, Kendall Hufford, Peter Byrne and others.
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