Broker Check
Nicole M. Picone, CPA, MBA

Nicole M. Picone, CPA, MBA


The firm’s partner is a New York State licensed CPA.

Nicole is a graduate of Pace University in New York City.  She received her combined BBA and MBA degrees in accounting in January, 2003.

Her experience prior to joining the firm as a corporate tax manager in 2006 included:

  • Intern of an insurance firm’s tax department throughout college years
  • Senior staff member in one of the big four accounting firms
  • Senior staff member of a major insurance company’s corporate tax department.

Since joining the firm in 2006, Nicole has switched her focus from servicing large corporations to servicing privately held businesses; individual, corporate and estate taxation and trusteeships.

Nicole has a tremendous amount of dedication and motivation in all aspects of her life. Upon completion of her combined BBA/MBA degree, she secured a position in one of the big four accounting firms and began her studies to prepare for and pass the CPA exam. In addition, she also has obtained her Series 6 (Investment Company Products/Variable Contracts Representative).  Nicole is married and has three children.  In her free time, Nicole devotes all her time to her family who mean the world to her.