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 hanging out at home cooking on the smoker or at a local park in Phoenixville when not spending time at the beach.
Professional Credentials
Certified Financial Planner, CFP®
West Chester University, Adjunct Instructor
Thomas Jefferson University, Adjunct Finance Instructor
Eastern University, Adjunct Finance Instructor
Education
Shippensburg University, BS, Finance and Management Systems
Pennsylvania State University, MBA
Saint Joseph’s University, MS, Finance
Community Leadership
Open Hearth, Finance Committee
Phoenixville Community Health Foundation, Trustee, Secretary and Finance & Investment Comm Chair
