Nick is a seasoned financial professional who brings a wealth of experience guiding clients toward their financial goals. Utilizing a deep understanding of investment strategies and portfolio management, he provides personalized financial solutions that align with his clients’ unique needs and aspirations.
Prior to joining RBC Wealth Management, Nick worked as a wealth management consultant for Amundi Asset Management. In that role, he advised on investment strategies for a diverse client base—including institutions, nonprofits and high-net-worth individuals. Nick earned his Bachelor of Business Administration and MBA in finance from Iona University where he excelled both academically and athletically, serving as captain of the football and baseball teams. He passed the Series 7 and 66 exams and holds New York state life, accident and health insurance licenses.
Nick resides in Clifton Park with his wife, daughter, Rowan, and their many rescue animals. In his free time, he enjoys staying active, whether it’s skiing, golfing, exploring the great outdoors of the Capital Region or spending quality time with family and friends.