Nick specializes in the management of client portfolios and has been with Investmark for over two decades. Nick is a Managing Principal, Chief Investment Officer, and Chief Operations Officer. Nick's primary areas of focus are portfolio strategy, implementation and providing exceptional financial planning solutions to his clients. Nick also serves as chairman of Investmark Advisory Group’s Investment Management Committee, which meets to review, discuss, and revise the firm’s investment strategies and objectives. Nick has also been distinguished as a Five Star Wealth Manager again for 2022*. Prior to Investmark, Nick was a portfolio analyst assisting in the management of private client equi