Expertise & Integrity

Nick Blankl

Managing Director

Wealth advisor for families and foundations. Based in Portland, Oregon.

Nick advises business owners on preparing for sale and financial security, and has taught classes on Finance at Portland State University.


  • Past Chief Investment Officer - Compendium Capital Management

  • Past Portfolio Manager - Roxbury Capital

  • Past Portfolio Manager - Provident Investment Counsel

  • Chartered Financial Analyst - CFA

Non-Profit Work

  • 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.

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