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Amanda Esteves

by nextAdmin1 | Nov 19, 2019 | Other, Top-Management

Amanda Esteves from Novem Group
Amanda Esteves

IACCP® | CCO
585-348-9526
aesteves@novemgroup.com
See Disclosures */***

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Amanda Esteves
IACCP® | Chief Compliance Officer
585-348-9526
aesteves@novemgroup.com
Affiliations & Disclosures */***

Amanda joined Novem Group as Bob Bartolotta’s Executive Assistant in September of 2008. Since then, she has supported advisers with their individual and corporate clients, managed the investment team, and worked directly with Bob Bartolotta on the firm’s operations and compliance initiatives.

Amanda was named Chief Compliance Officer of Novem Group in November of 2019. She currently holds the FINRA Series 4, 7, 24, 63, and 66 licenses and the Investment Adviser Certified Compliance Professional (IACCP®) designation, co-sponsored by the Investment Adviser Association (IAA) and National Regulatory Services (NRS).

Amanda lives in Brighton with her husband Antonio and daughter Lena.