Meet the Team

As an Analyst, Nick is responsible for assisting advisors in providing exceptional service to clients, as well as developing and implementing comprehensive financial plans.

Education

Nick graduated Magna Cum Laude from the University of Connecticut (UConn) in 2022, with a Bachelor of Science in Finance and a minor in Real Estate.

Affiliations & Community Involvement

While at the UConn, Nick was a member of various finance organizations including Student Managed Fund, where he managed a 1-million-dollar endowment fund and had to keep it invested throughout his senior year.

Outside of the office, Nick enjoys spending time with family and friends, traveling, and exercising. He currently lives in Enfield, CT.