Nick Bertozzi
Managing Director, Investment Management
Nick Bertozzi is a Managing Director at Choreo, where he plays a key leadership role overseeing investment management operations and firmwide platform execution. With more than 18 years of experience in investment operations, wealth management, and executive leadership, Nick brings deep expertise in building scalable infrastructure, driving operational excellence, and supporting advisor-led growth within complex advisory organizations.
Prior to joining Choreo, Nick served as Chief Operating Officer of Cherry Bekaert Wealth Management, where he was responsible for firm operations, technology strategy, and cross-functional execution. During his tenure, he helped guide the organization through periods of growth and structural change, establishing the operational foundation that positioned the firm for its acquisition by Choreo in January 2023.
Earlier in his career, Nick held a series of progressively senior operational roles, including Investment Operations Manager and Senior Operating Officer within the investment arms of CPA-affiliated firms. He is widely recognized as a disciplined, practical leader and a trusted partner to advisors and executive teams, known for enabling strong client outcomes through thoughtfully designed, scalable platforms.
Nick resides in Richmond, Virginia, with his wife and two children.
Education
Bachelor of Arts in Economics
Randolph-Macon College
