Private Client Service Associate

As a Private Client Service Associate, Nick Rivelli leverages his depth of wealth management experience focused on researching, servicing, and responding to client needs in a timely and efficient manner. He works closely with our clients to help facilitate financial transactions and provide a high level of client service.

Prior to joining Osterweis in 2023, Mr. Rivelli worked as a Senior Client Associate at RBC Capital Markets. Prior to that, he was a Senior Client Service Associate at First Republic within Private Wealth Management and has been assisting clients for over nine years.

He is a member of our Private Client team.

Mr. Rivelli graduated from San Jose State University (B.S. in Journalism).