Nick is an Investment Strategist focused on managing customized investment portfolios that are integrated into each client’s unique set of goals. For more than 6 years, Nick has been helping entrepreneurs and their families simplify their financial lives. He earned a Business Administration degree from Robert Morris University and continued his education at the University of Georgia, Terry College of Business to earn a Certificate in Financial Planning. At Waldron, Nick specializes in assisting the team by managing client portfolios, providing macroeconomic research, and focusing on the firm’s GAP process to gather, analyze, and present customized investment strategies. Outside of the off