As an Investment Analyst in the Asset Management Division, Nicholas is primarily responsible for executing trading requests and supports the advisory team with research-driven insights, risk assessments, and asset allocation analysis. He joined the firm as an intern in the summer of 2024 and became a full-time employee following his graduation in December of that year.
Nicholas holds a degree in Finance with a minor in Economics from Florida Gulf Coast University (FGCU). During his time at FGCU, he was actively involved in the Eagle Fund, serving first as a research analyst and later as a portfolio manager. He also represented the university in the prestigious CFA Research Challenge.
Nicholas is inspired by the dynamic nature of the financial markets and is committed to continuous learning and professional growth. A core strength he brings to the team is his advanced proficiency with Bloomberg Terminals, complemented by certifications and coursework in finance and economics, including the Series 65 and progress toward the CFA designation.
Outside of work, Nicholas enjoys reading, running, and playing golf. A unique chapter in his life includes moving away from home at the age of 16 to pursue a competitive hockey career.
As an Investment Analyst in the Asset Management Division, Nicholas is primarily responsible for executing trading requests and supports the advisory team with research-driven insights, risk assessments, and asset allocation analysis. He joined the firm as an intern in the summer of 2024 and became a full-time employee following his graduation in December of that year.
Nicholas holds a degree in Finance with a minor in Economics from Florida Gulf Coast University (FGCU). During his time at FGCU, he was actively involved in the Eagle Fund, serving first as a research analyst and later as a portfolio manager. He also represented the university in the prestigious CFA Research Challenge.
Nicholas is inspired by the dynamic nature of the financial markets and is committed to continuous learning and professional growth. A core strength he brings to the team is his advanced proficiency with Bloomberg Terminals, complemented by certifications and coursework in finance and economics, including the Series 65 and progress toward the CFA designation.
Outside of work, Nicholas enjoys reading, running, and playing golf. A unique chapter in his life includes moving away from home at the age of 16 to pursue a competitive hockey career.