Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional who works with two primary groups of individuals. The first group consists of well-established, successful people that are nearing the end of their rewarding careers. The other group consists of young to middle-aged people who are ambitious, driven and are high-income earners. As our Private Wealth Advisor, he is driven by his passion for delivering excellent service.
A graduate of Arizona State University’s W.P. Carey School of Business, Nicholas earned two bachelor’s degrees in business and earned the honors title of Magna Cum Laude. Before transitioning to Silverhawk Private Wealth, Nicholas was a portfolio and financial advisor with a major institutional wealth management firm. The decision to join Silverhawk was born out of his desire to deliver customized services to high net worth and high-income earning clients at a level that was not achievable in a larger institutional environment.
Nicholas holds the prestigious CFP® and CRPC® designations. He is actively pursuing the renowned CFA® (Chartered Financial Analyst®) designation and is a CFA Level III Candidate.
Nicholas grew up in New Jersey, just outside of New York City. He has always had a passion for the financial markets, ever since he was young. His grandfather started showing him the ways of the market at an early age. Nicholas is a sports enthusiast, and he always likes to stay active. In Nicholas’ free time he enjoys traveling with his girlfriend and their puppy, Aries.
Nicholas believes in giving back to the community and is an active member with the local charitable organization Phoenix Active 20/30 which serves underprivileged youth development.
The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.