Nick has over 11 years of experience in the financial services industry, and has developed knowledge in operations, trading, and reporting, across a breadth of investment products. As Manager of Portfolio Administration, Nick is entrusted with the organization and maintenance of data integrity and performance. He also serves as the liaison for our custodians, systems, and other partners, to identify issues and process improvement.
Nick lives in Seven Fields, PA with his wife, Meagan. He enjoys spending time with his friends and family, following Pittsburgh sports, and travelling to breweries across the country.
B.S. in Economics, Slippery Rock University
Member, Greater Pittsburgh Compliance Roundtable
One PPG Place, Suite 1700
Pittsburgh, PA 15222
65 East State Street, Suite 2000
Columbus, OH 43215
1660 International Drive
McLean, VA 22102