Nick is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries.
Prior to joining the firm in 2024, Nick was a Client Relationship Associate and Wealth Advisor with Boston Light Financial. He provided investment research, report preparation, and document processing for his own clients and those of the senior advisors on his team.
He graduated from Providence College with a Bachelor of Arts in Mathematics and a minor in Finance. During his time at Providence College, he was a tutor in the mathematics department while also being a part of the Men’s Club Soccer Team and serving as their President his senior year.
Nick currently lives in South Boston. In his free time, he enjoys going to the gym, reading, and watching soccer and basketball. During the summer he spends time on Peaks Island, Maine with his family.