Managers/Regatta Capital Group/Nicholas, Kelly Ozer
Nicholas, Kelly Ozer
Nicholas, Kelly Ozer is partner, financial advisor, and director of retirement plans at Regatta Capital Group. The firm has 3 funds on file, which have raised $11.9M.
Title
Partner, financial advisor, and director of retirement plans
Funds on file
3
Raised across them
$11.9M
At the firm
TitlePartner, financial advisor, and director of retirement plans
Owns5% to 10% of the firm
ControlOne of the people who control the firm
In this position sinceMay 2015
Role on the fundsExecutive officer
Funds named on1