Nicholas Jerez

Operations Manager

Nick is U3 Advisors’ Operations Manager in which capacity he is responsible for the firm's marketing, business development, and technological infrastructure. Nick works directly with the Managing Director and CFO in the administration of the firm's New York office.

Nick joined U3 Advisors’ New York-based predecessor - K. Backus & Associates (KBA)- in 2010 as a Project Assistant. As a Project Assistant and later a Project & Operations Manager, he provided research, analytic, and project management services for a wide range of clients and assignments including Cornell University/Cornell Tech, New York University, Columbia University, Westbeth Center for the Arts, the City of Carlsbad's Office of Community and Economic Development, and the District of Columbia's Office of Economic Development. During this period, Nick worked directly with the firm's President in the management of all aspects KBA's operations. Nick was part of the team that led the integration of operations that created U3 Advisors in 2014 and led the subsequent relocation of the New York office that followed.

In addition to his work at U3, Nick has deep experience in providing direct social services to at-risk youth and children with physical developmental disabilities through his seven years with The Children’s Aid Society, as Operation Manager, then Interim Assistant Director, of its Chappaqua, N.Y. site and as a Youth Development Specialist based in Washington Heights, East Harlem, and Central Harlem, N.Y.

Nick earned his bachelor’s degree in Political Science from the City University of New York – Brooklyn College. He is a member of the Board of Directors of Birch Family Services, a nonprofit on the front lines of supporting more than 2,000 individuals with special needs and their families throughout New York City. Nick is also a member of the Society for Marketing Professional Services.