About
Nick is a Vice President and Senior Client Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services. With 20 years’ experience in portfolio management, he strives to bring a holistic approach to meeting our clients’ goals as it relates to their investment portfolios.
Nick partners with Relationship Managers to bring disciplined, comprehensive, client-focused solutions as he works with the WMAS Investments team to structure client portfolios. In Coordination with the Relationship Manager and your existing legal and tax advisors, Nick works to ensure your investment portfolio is in alignment with your total wealth picture and structured to address your unique circumstances.
Internally, Nick also participates in strategy decisions with other members of the WMAS Investments team to develop investment research and recommendations for our clients.
Advisory Expertise
- WMAS Investments Team
Professional Affiliations
- CFA Institute
- Chartered Financial Analyst Society of Spokane
- Investments & Wealth Institute – Member
- Spokane Historic Landmarks Commission – Commissioner
Credentials
- Certified Investment Management Analyst®
Education
- MBA, Washington State University
- BS, Washington State University
