LOG IN TO MY Plan Share Portal Contact Us

Nick D. Rounds, CFA

Portfolio Manager

Nick is as a Portfolio Manager responsible for client relationship management, asset allocations, and investment planning.┬áHe is also a member of the Investment Committee where he focuses on research, building strategy, and portfolio positioning. ┬áNick 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

Talk with
an advisor

Call Now >