Nick is a Financial Advisor based out of SageView’s Chicago, IL office. He works with individuals and their families to discern financial priorities and implement integrated investment and planning strategies to advance their goals. Nick also helps coordinate the local team’s efforts with outside advisors, including attorneys, tax professionals and insurance experts, in order to provide a full suite of support to his clients and their families.
He has over 10 years of financial services industry experience, beginning his career as a Mergers & Acquisitions Analyst at De Bellas & Co. Most recently, Nick was a Financial Advisor with Merrill Lynch Wealth Management, working on one of the largest wealth management teams at the firm.
Nick graduated from California Polytechnic University with a Bachelor’s degree in Finance. He holds the Chartered Financial Analyst (CFA®) designation from the CFA Institute and is a member of the CFA® Society of Chicago.