Wealth advisor for families and foundations. Based in Portland, Oregon.
Nick advises business owners on preparing for sale and financial security, and teaches classes at the University of Oregon.
Past Chief Investment Officer - Compendium Capital Management
Past Portfolio Manager - Roxbury Capital
Past Portfolio Manager - Provident Investment Counsel
Chartered Financial Analyst - CFA
- Board Member - International Leadership Academy
- MBA - University of Southern California
Nick enjoys travel, reading, skiing, mountain biking, golfing and following his college and professional sports teams.