Prior to joining our team, Nick’s several decades of extensive investment and planning experience included a role as a Global Equity Analyst at DuPont Capital Management, where he helped to manage stock portfolios for a $6 billion pension fund. Every decision supported retirement needs that stretched decades into the future and affected thousands of families downstream – so a natural enhancement to our team.
A University of Delaware alum, with a B.S. in Finance and Marketing, Nick resides in Chadds Ford, Pennsylvania. Along with his wife, two sons, and American bulldog Hazel – they maintain an active lifestyle. As typical of our team’s coaching style, he spent many years and countless hours as a volunteer youth wrestling coach.