Client Services

Nicki Kadel
Vice President, Operations Manager

Nicki is the Vice President of Operations. Her primary role is to manage day-to-day workflow of the client service associates and streamline critical operational components. Nicki has 9 years of experience in the investment management industry, 4 of those years with Private Capital Management. She previously held the Operations Manager position for Prudent Man Investment Management, and managed the portfolio reporting system for Ensign Wealth Advisors. Nicki holds a Bachelor of Science in Business Administration with an Emphasis in Management from Montana State University. 

Rosie Pedraza
Senior Client Service Associate

Rosie is a Senior Client Service Associate. Her primary role is to serve as a liaison between clients, advisors, and custodians to ensure clients’ needs are addressed fully and promptly. Rosie has 17 years of experience in financial client services, 8 of those years with Guaranty Bank and Trust and Private Capital Management. Rosie graduated from the University of Phoenix with a Bachelor of Science in Business Administration and is fluent in Spanish.

Matthew Siegert                                                                                                                                         
Client Service Associate 

Matt is a Client Service Associate. He serves as one of the first points of contacts for new clients and manages the onboarding process. He also manages all aspects of client service requests and is dedicated to providing high quality service. Matt graduated from the University of Colorado, Boulder Leeds School of Business, with a degree in Business Administration with an Emphasis in Accounting.

250 Steele Street, Suite 350 Denver, Colorado 80206  Phone: 303.370.0055
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