3 weeks ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
Vice President,
Financial Advisor
Nick joined CAPTRUST in 2023 and serves as a vice president and financial advisor. He takes a behavioral investment approach to help individual investors, families, and institutions simplify the complex world of financial planning and investment management. As the client’s fiduciary, Nick is responsible for helping clients identify blind spots in their financial lives and access additional opportunities that enrich their financial well-being.
Nick holds a Bachelor of Science degree in applied economic management from Virginia Tech. He holds both the CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Alternative Investment Analyst (CAIA) designations. Outside of the office, he is passionate about health and fitness and has completed three Boston Marathons. He also enjoys playing ice hockey and golf.
3 weeks ago
As the U.S. debt ceiling takes over the headlines, this...
3 months ago
Two recent bank closures have put investors on high alert...
3 months ago
What is an interest rate and how is it calculated?...
3 months ago
In times of market volatility, it’s natural to feel uncertain...