nchu@gmadvisorygroup.com
(631) 227-3900 ext 118

Nellie joined GMAG in 2010 with over 13 years of financial industry experience.

Nellie is responsible for managing and delivering the client service experience. Within her role, she is the GMAG liaison for administrators, accountants, auditors, lawyers, and brokers to ensure accuracy and efficiency of processes and client report preparation and delivery. She also performs research and due diligence in support of GMAG's Managing Director.

Prior to joining GMAG, Nellie spent 7 years with Hanseatic Corporation where she was the Portfolio Administrator for the Asterion Portfolio L.P. fund.

She received a B.B.A. with Honors from Baruch College in Industrial/Organizational Psychology and will complete her Masters in Taxation and Accounting at Baruch College in 2012. She also completed the CFP® Executive Program in Financial Planning in 2007 and plans to achieve the credentials in 2011.