Nick is an Investment Strategist focused on managing customized investment portfolios that are integrated into each client’s unique set of goals.
For more than 6 years, Nick has been helping entrepreneurs and their families simplify their financial lives. He earned a Business Administration degree from Robert Morris University and continued his education at the University of Georgia, Terry College of Business to earn a Certificate in Financial Planning.
At Waldron, Nick specializes in assisting the team by managing client portfolios, providing macroeconomic research, and focusing on the firm’s GAP process to gather, analyze, and present customized investment strategies.
Outside of the office, Nick spends a lot of his time as an active member of his local church, where he helps lead a young adult group called LAUNCH, teaches at children’s ministry throughout the year, and serves as part of the tech team most weekends. He also loves to watch and play almost every sport – mainly basketball, football, and volleyball. He resides just outside of Pittsburgh in Moon Township with his wife, Lacey.