Nick serves as Chief Investment Officer/Executive Vice President for RKL Wealth Management. He directs the firm’s wealth management and financial planning services, plays a key role in business development initiatives and oversees the firm's investment philosophy and portfolio strategy as leader of the RKL Wealth Management investment team and Chair of its Investment Committee. Nick is also a Partner in parent company RKL LLP.
Professional and Business History
Nick has over a decade of experience in financial services working with both institutional and retail clients. Prior to joining RKL, he worked as a wealth advisor and portfolio manager serving high net worth individuals and families. Before that, Nick worked at a leading investment research and brokerage firm in New York, where he advised institutional asset managers on global investment strategies.
Nick is a U.S. Marine and combat veteran, having served in a special operations unit in Afghanistan as part of Operation Enduring Freedom.
- B.A. Business Administration/Economics, Risk Management and Insurance, Temple University
Professional Activities and Memberships
- Lancaster Public Library, Board Chair
Nick lives in Lancaster with his family. He enjoys outdoor activities, sports, shooting and traveling.