Nick provides portfolio management services for high net-worth families and corporate clients. He is responsible for risk analysis and portfolio management, including portfolios of individual stocks, mutual funds, institutional portfolio managers and fixed income securities. He is a member of the BKD Wealth Advisors’ Investment Committee, which establishes firmwide investment strategy. He also reviews and monitors firmwide mutual funds for the approved list.
He is a Certified Financial Planner™ professional and a Level II Chartered Financial Analyst® candidate. He is a member of the Financial Planning Association. Nick is a 2001 graduate of University of Missouri, Columbia, with a B.S. degree in personal financial management services.