Nick joined BLB&B Advisors, LLC as a Financial Advisor in 2019. In this capacity, Nick specializes in working with complex family groups and non-profit institutions. Nick not only helps his clients develop and maintain financial plans that address their personal circumstances, challenges, and goals but also manages their assets in accordance with their respective plans.
Nick has over 17 years of experience in the financial services industry. He came to BLB&B Advisors, LLC from Hirtle, Callaghan & Co. where, as a Client Portfolio Manager, he spent over 11 years working directly with high net worth family groups, business owners, retirement plans, endowments, and foundations – providing both asset management and financial planning services. Earlier in his career, Nick served as a Business Analyst at SEI and as an Account Coordinator at Nuveen Investments.
In addition to his broad-based industry experience, Nick brings a unique skill set to his clients and our firm. Since 2007, Nick has been an adjunct instructor at two local universities teaching graduate and undergraduate finance classes. Thanks to his many years in the classroom explaining complex finance concepts, Nick’s ability to communicate clearly with clients and guide them through difficult personal and financial situations is unparalleled.
Outside of the office, Nick serves on the Board, and is the Treasurer of, the HealthSpark Foundation working to promote safety net services in Montgomery County.
Nick is a graduate of Shippensburg University (B.S. in Finance and Management Information Systems). He also earned a Master of Business Administration from The Pennsylvania State University, a Master of Science in Financial Services from Saint Joseph’s University, and is a CERTIFIED FINANCIAL PLANNER® professional.
He lives in Phoenixville with his wife Jaime and their two young children.