About
Nick
Nick is a Senior Wealth Advisor and Portfolio Manager at Focus Partners. He has 10 years of experience working closely with clients on various aspects of wealth management and investment strategy. In his role, he focuses on client asset allocations, investment planning, strategy, research and building strong relationships with clients.
Nick earned a Bachelor of Science in Finance from North Illinois University; he is a CFA® charterholder and a member of the CFA® Society of Nashville.
Prior to joining the firm, 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, daughter, family, and friends. He’s an avid outdoorsman and enjoys an occasional round of golf.
Nick is a Senior Wealth Advisor and Portfolio Manager at Focus Partners. He has 10 years of experience working closely with clients on various aspects of wealth management and investment strategy. In his role, he focuses on client asset allocations, investment planning, strategy, research and building strong relationships with clients.
Nick earned a Bachelor of Science in Finance from North Illinois University; he is a CFA® charterholder and a member of the CFA® Society of Nashville.
Prior to joining the firm, 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, daughter, family, and friends. He’s an avid outdoorsman and enjoys an occasional round of golf.