Nick has always taken a keen interest in all-things investment related. His role at Ironwood includes, but is not limited to, working with a third party auditing company to keep our model portfolio performance verified, and managing the day to day performance of client portfolios.
Nick also assists with money transfers and rollovers, and communicates with clients and custodians to assist with transfers. He also corresponds with clients’ tax advisors to ensure everyone is up to date and focuses on tax efficiencies and planning.
A Bucknell University graduate and native of western New York, Nick enjoys hiking, golf, and rooting for the Syracuse Orange sports teams.