Nicholas joined RBC Wealth Management in 2012. Nicholas currently holds Series 7 and Series 66 securities licenses, and the New York State Life and Health Insurance license. He is in the process of earning his CERTIFIED FINANCIAL PLANNER™ certification at Niagara University. The multi-year CFP program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, retirement and estate planning. Nick’s primary focus is on building new relationships and helping clients achieve their financial goals. He also assists in developing individual model portfolios for use in the RBC Portfolio Focus Program.
Nick graduated from the College of the Holy Cross in 2005 with a Bachelor of Arts degree in Psychology and earned a Master’s degree from Medaille College in 2007. Nick also was a four year member of the Holy Cross men’s rowing team. Outside of work Nick is passionate about running and is still involved with youth rowing in the Buffalo, NY area.
