Nick is an Investment Transition Analyst and works alongside the portfolio managers, investment advisors, and private client advisors to implement portfolio strategy in accordance with each client’s investment objectives. He also supports FLP’s operations team through internal audits, custodial reconciliations, and client reporting. Previously, Nick was an account officer and worked closely with clients to provide a trusted point of contact and to ensure a consistent, positive experience.
A native of Portland, Nick attended Rollins College in Winter Park, FL. There he received his bachelor’s degree in economics, with a minor in international business. Prior to joining FLP, Nick worked with Timberland in New Hampshire as an FP&A analyst. At Timberland, Nick worked primarily on financial modeling and capital initiatives.