Nucleus Advisors Employee Directory

Financial ServicesNew York, United States11-50 Employees

We are a highly seasoned, transformational, multi-generational, multi-cultural Private Wealth Advisory team with a vision to make a difference with each of our clients and inspire collaboration across generations to create lasting legacies.

Company Values:
Connection, Direction, Depth, Curiosity, Withness®.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

*2025 Forbes Rankings (Jordan Waxman, Founder and Managing Partner) #38 for America’s Top Wealth Advisors and Best-In-State Wealth Advisors (#10 New York City)

*2024 Forbes Rankings (Candice Kakar, Chief Operations Officer) #120 Best-In-State Top Women Wealth Advisor

*2023 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner) #67, Top 1200 Wealth Advisors and #69 Top 100 Independent Advisors. 2023 Forbes Rankings (Candice Kakar, Chief Operations Officer) #95, Best-On-State Next-Gen Wealth Advisor.

*2022 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #45 America’s Top Wealth Advisors and Best-in-State Wealth advisors (#11 New York). (Eric Wilson, Partner and Managing Director): #13 Forbes Top Financial Security Professionals and Best-In-State Financial Security Professionals (#2 New York). #5 Forbes’ Top RIA Firms

*2021 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #48 America’s Top Wealth Advisors. (Eric Wilson, Partner and Managing Director): (Eric Wilson, Partner and Managing Director): #15 Forbes Top Financial Security Professionals. 2021 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner): #82 Top 100 Independent Advisors and #99 Top 1,200 Financial Advisors.

Find Nucleus Advisors employees' phone numbers or email addresses

Nucleus Advisors Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Nucleus Advisors's Leadership

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    J. W.
    Founder & Managing Partner
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    R. S.
    Founder And Managing Director
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    C. K.
    Managing Director, Chief Operating Officer
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    A. B.
    Managing Director And Chief Investment Officer
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    E. W.
    Managing Director/Partner
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    P. B.
    Partner And Managing Director
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    C. D.
    Director, Risk Management
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    P. M.
    Director, Portfolio Operations
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Nucleus Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Nucleus Advisors

Name
Title
Contact Info
Location
Last Update
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    J. W.
    Founder & Managing Partner
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    United StatesFlorida
    Mar 26, 2026
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    C. K.
    Managing Director, Chief Operating Officer
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    United StatesRhode Island
    Feb 28, 2025
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    A. B.
    Managing Director And Chief Investment Officer
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    United StatesNew York
    Jul 08, 2025
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    E. W.
    Managing Director/Partner
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    United States
    Oct 21, 2025
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    P. B.
    Partner And Managing Director
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    United StatesWisconsin
    Oct 21, 2025
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    R. S.
    Founder And Managing Director
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    United StatesNew York
    Mar 25, 2026
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    C. D.
    Director, Risk Management
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    United StatesTennessee
    Oct 24, 2025
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    P. M.
    Director, Portfolio Operations
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    Oct 24, 2025
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    M. V. D. M.
    Director, Investment Advisor
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    United StatesNew York
    Oct 21, 2025
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    G. D. L. C. M.
    Manager, Connections
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    United StatesNew York
    Oct 23, 2025

Frequently Asked Questions

What is Nucleus Advisors known for?

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Nucleus Advisors was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 512 West 22nd Street 7th Floor New York, New York 10011 United States. Explore Nucleus Advisors's company overview page for more information.

What is Nucleus Advisors's most common email format?

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Nucleus Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Nucleus Advisors email formats with LeadIQ.

How many employees does Nucleus Advisors have currently?

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Nucleus Advisors has approximately 21 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Nucleus Advisors's key employees and leadership?

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As of March 2026, Nucleus Advisors's key employees include:

  • Founder & Managing Partner: J. W.
  • Founder And Managing Director: R. S.
  • Managing Director, Chief Operating Officer: C. K.
  • Managing Director And Chief Investment Officer: A. B.
  • Managing Director/Partner: E. W.

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