With more than thirty years of industry experience, Nick serves as a Senior Vice President/Investments and Compass Portfolio Manager.
Prior to joining Janney in 2007, Nick was a Senior Portfolio Manager with Advest and Merrill Lynch. Nick has received advanced training in investment management, financial planning, estate and retirement planning.
A strong believer in investor education, Nick is dedicated to working closely with his clients and their families, helping to meet their specific investments needs, but also to guide them through the investment process.
We help Plan Sponsors with Plan governance, investment monitoring, fee benchmarking, cost reasonableness, service provider analysis, retirement readiness and participant outcomes. These are just a few of the services we provide for our retirement plan clients. If engaged, we also provide 3(21) Investment Fiduciary Services.
We offer services for all types of retirement plan, including 401(k), 403(b), 457, Cash Balance, Traditional DB, SIMPLEs and SEPs.