D. Nicholas Withrow, CFA, CFP®

Managing Advisor
, LLC
Kansas City

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 and bonds, mutual funds and institutional portfolio managers. He is a member of the BKD Wealth Advisors’ Investment Committee, which establishes firmwide investment strategy.

Nick is a Chartered Financial Analyst® charterholder. The CFA® charter is obtained through the completion of a three-year program with studies in equity analysis, fixed income analysis, portfolio management, accounting, economics, derivatives and ethics. He is a member of the Kansas City CFA Society. He is a Certified Financial Planner™.

Nick is a 2001 graduate of University of Missouri, Columbia, with a B.S. degree in personal financial management services.