About
Nick
Nick has 12 years of experience working closely with clients on various aspects of wealth management and investment strategy. At Focus, he is dedicated to client asset allocations, investment planning, strategy, research, and building strong relationships with clients.
Prior to joining Focus, Nick was a Portfolio Manager with InterOcean Capital Group and a Principal of the firm’s management company.
Outside of the office, Nick values time with his wife, daughters, family, and friends. He’s an avid outdoorsman and enjoys an occasional round of golf.
Education and Professional Milestones
-Northern Illinois University - bachelor’s degree in finance
-Member of the CFA® Society of Chicago
Nick has 12 years of experience working closely with clients on various aspects of wealth management and investment strategy. At Focus, he is dedicated to client asset allocations, investment planning, strategy, research, and building strong relationships with clients.
Prior to joining Focus, Nick was a Portfolio Manager with InterOcean Capital Group and a Principal of the firm’s management company.
Outside of the office, Nick values time with his wife, daughters, family, and friends. He’s an avid outdoorsman and enjoys an occasional round of golf.
Education and Professional Milestones
-Northern Illinois University - bachelor’s degree in finance
-Member of the CFA® Society of Chicago