Nick is a portfolio analyst at our Lynnfield, MA location. He supports the investment process by executing trades, maintaining portfolio alignment with investment objectives, and ensuring operational accuracy across client accounts. He works closely with portfolio managers and advisors to implement strategies and support new client onboarding in accordance with model guidelines.
Originally from the North Shore of MA, Nick attended the University of New Hampshire where he received a bachelor’s degree in finance. Prior to joining FLP full time, Nick interned for a year with our Private Client Group.