Nick specializes in working with complex family groups and nonprofit institutions - developing and maintaining financial plans and providing ongoing asset management that aligns with each clients' personal circumstances, challenges, and goals.
Prior to joining our firm in 2019, he spent 11 years as a Client Portfolio Manager with Hirtle, Callaghan & Co., working directly with high-net-worth family groups, business owners, retirement plans, endowments, and foundations.
Nick enjoys spending time with his wife and two young children. They split their time between Phoenixville, PA and at the beach on the Eastern Shore of Virginia.
Founded in 1964, BLBB is an independent, employee-owned, multi-custodial financial advisory firm. We provide fiduciary advice, planning, and investment management services to individuals and families, nonprofits, and business owners.
We are driven every day by the desire to help our clients feel confident about their financial future. It's about meeting you where you are-understanding your aspirations, and perhaps even helping you achieve goals you didn't realize were within reach. This impact has driven us for the last six decades keeping our focus on what's most important: your success.
General Information |
| Firm Start Year: | 1964 | |
| No. of Employees: | 20-49 | |
| Work with the following types of clients: | Businesses, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning |
Services |
| Investment Types: | Stocks, Bonds, Options & Futures, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Offices, Your Home, Our Office, Video Conference |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $500K |
| Compensation Methods: | Based on Assets |
Board Positions |
| Organization : | HealthSpark Foundation, Colmar, PA |
| Position : | Treasurer |
| Duration : | 01/01/2017-09/30/2021 |
| Organization : | Phoenixville Community Health Foundation, Phoenixville, PA |
| Position : | Investment & Finance Committee Chair |
| Duration : | 07/01/2022-Present |
Education |
| Bachelor of Science - Finance & Management Information Systems | Shippensburg University - Shippensburg, PA 08/31/1997-05/31/2002 |
| Master of Business Administration - Business | Pennsylvania State University - Malvern, PA 9/1/2004-08/31/2006 |
| Master of Science in Financial Service - Finance | Saint Joseph's University - Philadelphia, PA 09/01/2009-05/31/2011 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1892571/wiseradvisor-blbb-advisors-detailed-disclosure.html |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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