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Nicholas N. Petrelli, CFP®, CPWA®

Partner

Baltimore

Client Advisory

Biography

Nick is a Partner in the Maryland office. His responsibilities at the firm include fundamental research, portfolio management, and financial planning.

Prior to joining Cerity Partners, Nick served as a Principal and Portfolio Manager at Maryland Capital Management (MCM). While at MCM, he managed the firm’s Small Cap Growth Equity portfolio strategy in addition to servicing affluent individuals and families as a wealth advisor.

Education

  • B.A. in Business, Organizations and Society from Franklin and Marshall College

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Private Wealth Advisor®
  • Board member for the non-profit Bakhita Kids, serving children living in poverty and who are victims of human trafficking in Virginia, West Virginia, and Maryland

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By clicking “Submit”, 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.