Nick has spent his entire career working in private wealth management, brining years of experience in advising clients on all aspects of their financial lives. As a Senior Portfolio Manager at UBS, Nick oversees portfolio construction and ongoing investment management for clients, which includes manager/strategy review, tactical rebalances, holdings analysis, tax analysis, and making sure client portfolios are reflective of their wishes for risk and return. In this process, Nick firmly believes in the importance of proper asset allocation, optimizing tax efficiency, and keeping portfolio fees to a minimum.
Prior to joining UBS, Nick served as Senior Vice President at Lenox Advisors where he served amongst the leadership team within the private wealth management division. He joined the firm in 2009 and was responsible for overseeing many of the firm's most trusted relationships as an investment advisor. Prior to Lenox, Nick began his career in 2006 at Goldman Sachs' The Ayco Company, where his group focused on investment management for C-suite executives and high net worth families. Nick graduated from Bucknell University with a Bachelor of Arts in Economics, and Political Science. Nick holds the Chartered Financial Analyst® and the CFP® designations, as well as FINRA Series 7 and 66 licenses, and Life & Health Insurance licenses. Throughout his career, Nick has been quoted in the financial media for his expert opinion.
Away from the office, Nick is a member of the New York Society of Security Analysts and serves on their Private Wealth Management Committee. Additionally, Nick serves on the investment committee for St. Ignatius Loyola Parish of New York City, is a member of the Cardinal's Appeal Leadership Committee, and volunteers as a mentor for American Corporate Partners, a program that helps veterans transition into the civilian workforce.
Registered States:
AZ, CA, CO, CT, DC, DE, FL, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, TX, UT, VA, WA