Nick has over 30 years of investment experience in the finance industry, establishing himself as a trusted advisor in the world of Wall Street on both the Buy-side and Sell-side
He has dedicated his career to providing insightful market insights to investors and institutions alike with expertise in dissecting complex financial data and generating informed recommendations that guide investment strategies. He has his Series 65 securities registration and maintains insurance licenses in life, health & sickness, and variable products.
Nick’s professional areas of focus include:
Individuals
- Investments (stocks, bonds, mutual funds, exchange-traded funds, unit investment trusts and money markets)
- Alternative Investments (real estate investments trusts and structured products)
- Financial Planning (Wealth Planning, Education, Estate, and Retirement)
- IRAs (Traditional and Roth)
- Retirement Plans (401k, 403b, SEP, and SIMPLE)
- Education Plans (529 Plans and Coverdell Savings Plans)
- Insurance (life, long-term care, and variable products)
Small Businesses
- Investment Advisor and Business Consultant
- Pension Plans and 401k Plans
Beyond his professional endeavors, Nick finds inspiration in various hobbies and interests. He has a profound appreciation for sports, which fuels his competitive spirit. Additionally, he has a deep passion for travel and history, constantly seeking new experiences and knowledge through exploration.
Nick resides in Upper Saddle River, NJ with his wife Stephanie, a retired elementary school educator. Nick graduated with a Bachelor of Science in Finance and Economics from New York University and an MBA in Finance and Portfolio Management from Pace University.