Gina Coletti, Upnotch Member, is the Chief Fiduciary Officer at Nixon Peabody Trust Company.
She is a dynamic leader in wealth management, renowned for her unwavering dedication to the financial well-being of her clients and the success of the companies she works for. With 15 years of experience in private wealth management, Gina oversees departments within wealth management and leads a team of 13 advisors. Her relentless drive for excellence has resulted in transforming teams, improving the client experience, and fostering inter-company collaboration, leading to business strength and growth.
Passionate about diversity, equity, and inclusion (DEI), Gina is committed to advancing these principles within the organizations she works for, recognizing their crucial impact on companies, clients, and communities. Beyond her professional endeavors, she actively supports nonprofits in Boston and has served as the board chair of a nonprofit organization.
Gina would be an outstanding mentor to anyone looking to break into wealth management, especially females in male-dominated fields, and those interested in the nonprofit space.
To connect with Gina Coletti, check out her profile
https://shortlink.upnotch.com/e8WkI6f5iRb. All mentorships on Upnotch are free. 🧡
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