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Biography

Nicholas is a Principal in the Saratoga Springs office. He specializes in delivering comprehensive wealth management to high-net-worth individuals and families, with experience in financial planning, investment management, tax planning and compliance, estate and succession planning, cash flow management, risk management, and philanthropic planning.

Prior to joining Cerity Partners, Nicholas spent his career at Goldman Sachs, where he served five years in the private family office space working with ultra-high-net-worth individuals and families, and four years delivering comprehensive financial planning to executives of Fortune 500 corporations.

Education

  • Bachelor of Science in Finance & Marketing, Springfield College
  • MBA in Finance, University at Albany

Highlights

  • FINRA Series 7 & Series 66
  • Life, Accident & Health License —New York

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.