Nick specializes in working with complex family groups and nonprofit institutions - developing and maintaining financial plans and providing ongoing asset management that aligns with each clients' personal circumstances, challenges, and goals.
Prior to joining our firm in 2019, he spent 11 years as a Client Portfolio Manager with Hirtle, Callaghan & Co., working directly with high-net-worth family groups, business owners, retirement plans, endowments, and foundations.
Nick enjoys spending time with his wife and two young children. They split their time between Phoenixville, PA and at the beach on the Eastern Shore of Virginia.
Bachelor of Science - Finance & Management Information Systems
Shippensburg University
08/31/1997 -05/31/2002
Master of Business Administration - Business
Pennsylvania State University
9/1/2004 -08/31/2006
Master of Science in Financial Service - Finance
Saint Joseph's University
09/01/2009 -05/31/2011
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