Nick joined the Seventy2 Capital team in 2017 as an intern while attending the Robert H. Smith School of Business at the University of Maryland where he majored in Finance. After graduating with distinction, Nick joined the Seventy2 Capital team as a Marketing Associate where he supported various client service, research and analytical activities in preparation for becoming an Advisor. Nick has also worked closely with the firm’s Investment Committee on asset allocation and asset selection process improvements. He has a particular focus on financial literacy and education for Millennials.
Having completed wealth management internships with Seventy2 Capital, Morgan Stanley and HSBC, he brings a strong background in the areas of financial analysis and business development. Nick is a native of Maryland and currently resides in Washington, DC. He enjoys golf, cooking, and marksmanship.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.