Nick D. Rounds | Portfolio Manager
4 Years Investment Experience
Nick serves as a Portfolio Manager primarily for the Schwab Advisor Network division at InterOcean Capital. He focuses on client asset allocations, investment planning, strategy and research. Prior to joining InterOcean Capital, Nick earned a Bachelor of Science in Finance from Northern Illinois University. Nick passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.