Nicole DeMelis, CPA, serves as Director of Finance at Fulcrum, where she oversees management company reporting and supports fund finance, portfolio reporting, and firmwide financial operations. Nicole brings over seven years of experience in the multi-family office space, leading teams responsible for financial reporting and oversight for ultra-high-net-worth families and complex multi-entity structures. Prior to joining Fulcrum, she was a Director within Pathstone’s Personal CFO practice, where she focused on financial reporting, process improvement, and operational support for complex client structures. She began her career in public accounting with a focus on tax.