Nick is as a Portfolio Manager responsible for client relationship management, asset allocations, and investment planning. He is also a member of the Investment Committee where he focuses on research, building strategy, and portfolio positioning. Nick started his career as an Analyst at InterOcean before rising to Portfolio Manager and Principal of the firm’s management company. He earned a Bachelor of Science in Finance from Northern Illinois University. Nick is a CFA charterholder and member for the CFA Society of Nashville.
9 Years Investment Experience
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