About
Nicholas
Nick supports multiple advisors across all aspects of client relationships, including financial planning, investment management, and tax strategies, for high-net-worth individuals, corporate executives, and their families.
Nick currently resides in South Boston with his wife and dog. Outside of work, he enjoys staying active, spending time on Cape Cod, and playing golf.
Education and Professional Milestones
-Providence College - bachelor’s degree in accountancy with a minor in finance
-Providence College – MBA
-Holds a FINRA Series 65 license
Nick supports multiple advisors across all aspects of client relationships, including financial planning, investment management, and tax strategies, for high-net-worth individuals, corporate executives, and their families.
Nick currently resides in South Boston with his wife and dog. Outside of work, he enjoys staying active, spending time on Cape Cod, and playing golf.
Education and Professional Milestones
-Providence College - bachelor’s degree in accountancy with a minor in finance
-Providence College – MBA
-Holds a FINRA Series 65 license