Director Of Research
Current
Jun 2021 - Present
AeroLeads people directory · profile
Nicholas Follett Email & Phone Number
Director of Research at Longtide Financial Partners
at
Longtide Financial Partners
2 work emails found
@commonwealth.com
2 phones found area 781
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Research at Longtide Financial Partners
Location
Cambridge, Massachusetts, United States
Who is Nicholas Follett? Overview
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Quick answer
Nicholas Follett is listed as Director of Research at Longtide Financial Partners at Longtide Financial Partners, based in Cambridge, Massachusetts, United States. AeroLeads shows a work email signal at commonwealth.com, phone signal with area code 781, and a matched LinkedIn profile for Nicholas Follett.
Nicholas Follett previously worked as Director of Research at Longtide Financial Partners and Manager, Investment Management and Research at Commonwealth Financial Network. Nicholas Follett holds Masters Of Business Administration, Finance from San Francisco State University, College Of Business.
Company email context
Email format at Longtide Financial Partners
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{first_initial}{last}@commonwealth.com
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AeroLeads found 2 current-domain work email signals for Nicholas Follett. Compare company email patterns before reaching out.
Profile bio
About Nicholas Follett
Nicholas Follett is a Director of Research at Longtide Financial Partners at Longtide Financial Partners. He possess expertise in portfolio management, series 7, financial analysis, retirement planning, retirement and 12 more skills. He is proficient in French.
Listed skills include Portfolio Management, Series 7, Financial Analysis, Retirement Planning, and 13 others.
Current workplace
Nicholas Follett's current company
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6 roles
Nicholas Follett work experience
A career timeline built from the work history available for this profile.
Manager, Investment Management And Research
Jan 2019 - Jun 2021
Senior Investment Research Analyst, Investment Research And Management
Sep 2015 - Jun 2021
Annuity Research Consultant
Mar 2013 - Aug 2015
Senior Retirement Operations Specialist
• Distribute and reallocate retirement funds in excess of $250M annually.• Consult with advisors to research and resolve IRS and compliance issues regarding 410(k) and IRA/qualified plan guides.• Author client-facing articles disseminating changes in IRS regulation, local and federal laws, and internal policies.• Manage new advisor departmental training program.• Manage and compose all advisor/end user departmental research resources including distribution and contribution calculators, portfolio reports, and fees schedules and requirements.• Manage and create advisor communications regarding continuous and discreet calendar events and upcoming topics of interest.• Initiate and enforce department best practices policies.
Apr 2011 - Feb 2013
Advisory Fees Analyst
• Analyzed suitability and feasibility of asset management agreements.• Collaborated with advisors to resolve payment and compliance issues in a timely manner.• Reconciled Wealth Management fees account daily.• Assisted commissions department in periodic fee dispersal.• Processed Wealth Management and Retirement Planning Consulting agreements and payments.• Authored departmental best practices procedure manual.
Sep 2010 - Apr 2011
2 education records
Nicholas Follett education
Masters Of Business Administration, Finance
Bfa, Jazz And Contemporary Music
FAQ
Frequently asked questions about Nicholas Follett
Quick answers generated from the profile data available on this page.
What company does Nicholas Follett work for?
Nicholas Follett works for Longtide Financial Partners.
What is Nicholas Follett's role at Longtide Financial Partners?
Nicholas Follett is listed as Director of Research at Longtide Financial Partners at Longtide Financial Partners.
What is Nicholas Follett's email address?
AeroLeads has found 2 work email signals at @commonwealth.com for Nicholas Follett at Longtide Financial Partners.
What is Nicholas Follett's phone number?
AeroLeads has found 2 phone signal(s) with area code 781 for Nicholas Follett at Longtide Financial Partners.
Where is Nicholas Follett based?
Nicholas Follett is based in Cambridge, Massachusetts, United States while working with Longtide Financial Partners.
What companies has Nicholas Follett worked for?
Nicholas Follett has worked for Longtide Financial Partners and Commonwealth Financial Network.
How can I contact Nicholas Follett?
You can use AeroLeads to view verified contact signals for Nicholas Follett at Longtide Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Follett attend?
Nicholas Follett holds Masters Of Business Administration, Finance from San Francisco State University, College Of Business.
What skills is Nicholas Follett known for?
Nicholas Follett is listed with skills including Portfolio Management, Series 7, Financial Analysis, Retirement Planning, Retirement, Series 63, Securities, and Investments.
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