Nick joined Wealthcare in December 2009 as a Portfolio Manager with main responsibilities that included client account trading and operations. As Director of Trading - Nick is now responsible for oversight of the Trading team, model performance reviews, and implementation and management of client accounts. Additional responsibilities include development of efficiency enhancements and integration of processes to the firm’s proprietary Trading, Rebalancing and Compliance Monitoring System.
Prior to Wealthcare, Nick began his financial services career at Edelman Financial serving as an Advisor Services Liaison.
Nick earned a degree in Finance from Virginia Commonwealth University.