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Nicole Newman | Stone Creek Advisors, LLC
Nicole Newman | Stone Creek Advisors, LLC
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Nicole Newman, MBA, Vice President and Investment Advisor, Stone Creek Advisors, LLC
Stone Creek Advisors, LLC, a boutique financial advisory firm, expands to Rochester with the appointment of Nicole Newman, MBA, as Vice President and Investment Advisor. Given her strong background in M&A and management consulting, Newman enhances the firm’s commitment to delivering customized investment management solutions locally.
“I joined Stone Creek for their client-first approach and collaborative culture,” said Newman, of Pittsford. “My goal is to make investment advising accessible and empowering, ensuring every client feels confident in their financial future.”
Founded by former Manning & Napier employees Kasey Wopperer and Marc Bernstein, Stone Creek Advisors provides tailored, data-driven investment strategies. The firm serves individuals, families, pensions, foundations, endowments, and small businesses, offering boutique-level service with institutional expertise. As a fee-only fiduciary with over 75 years of combined experience, Stone Creek Advisors is dedicated to putting clients’ interests first, ensuring personalized financial plans and portfolios.
Education: Rochester Institute of Technology, MBA Rochester Institute of Technology, BFAI
If you had not chosen your current profession, what profession would you choose and why?
I chose my profession so I wouldn’t choose anything else.
What was a recent (or favorite) vacation you took?
Aruba with family
What do you do when you want to relax?
Read fiction
Favorite book (or movie, band or pop culture item, etc.):
Mid-Century Modern architecture and furniture
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