Designations: CFA® Operating from our satellite office in Rochester, NY, Nick leads all ongoing portfolio management, trading and investment research for private wealth. He has spent the majority of his career in the Registered Investment Advisory industry, both as a portfolio manager for a $500M book of business, and most recently as a founder of his own firm. Nick graduated from the State University of New York at Geneseo with a B.S. in Accounting. He later earned the Chartered Financial Analyst (CFA) designation from the CFA Institute. Nick grew up in Buffalo, NY and currently lives with his wife, their two sons, and two dogs in Rochester, NY. Despite the frustration, he tirelessly roots for the Bills and Sabres. His hobbies include playing hockey and golf, cooking, and enjoying time with his family.