Nye Street Partners LLC

Matthew Moore is a financial advisor at Nye Street Partners LLC with 17 years of industry experience. He holds a Series 63 designation and has worked at firms including The AYCO Company, L.P./Mercer Allied and Shade Tree Advisors LLC. Moore is also involved with Optifino, working on a referral basis in an insurance-related business. Nye Street Partners serves high-net-worth individuals and charitable organizations, providing portfolio management, financial planning, and comprehensive family office services. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers discretionary management alongside customized Investment Policy Statements.

Heather Fox is a CFP® with 14 years of industry experience, currently serving as an advisor at Nye Street Partners LLC since 2021. Her prior roles include positions at Shade Tree Advisors, Bender Lane Advisory, and The Ayco Company LP. In addition to her advisory work, she provides tax and accounting services to single family offices as an employee outside of Nye Street Partners. Nye Street Partners serves high-net-worth individuals and charitable organizations, offering portfolio management, financial planning, and comprehensive family office services including accounting, tax, estate planning, insurance advice, and personal bill payment. The firm employs a long-term investment approach based on Modern Portfolio Theory and manages a small number of client relationships with individualized Investment Policy Statements.

Nicholas Schultz is a financial advisor at Nye Street Partners LLC with a Series 65 credential and two years of industry experience. He has been with Nye Street Partners since 2021. Nye Street Partners serves high-net-worth individuals and charitable organizations by providing portfolio management, financial planning, and comprehensive family office services. The firm uses a long-term investment approach based on Modern Portfolio Theory and manages a small number of client relationships through discretionary portfolio management and individualized Investment Policy Statements.