Nick is a Principal, Senior Client Strategist, at BNY Mellon Wealth Management. In this role, he works directly with ultra high-net-worth families, non-profit organizations, and family offices to address their investment and wealth management needs. He also works with clients and their tax and legal counsel on bespoke solutions for philanthropy, insurance, trust, and estate planning. He has more than 15 years of experience in the financial services industry. Prior to joining BNY Mellon in 2021, he served as a senior vice president ultra high-net-worth banker for Citi Private Bank. In his past roles at Citi and Wells Fargo, he has focused on managed investments, banking, custom credit, trust, and wealth advisory.
Nick received a bachelor’s degree from the University of Georgia, Terry College of Business. He was named to the UGA Alumni Association 40 Under 40 Class of 2017 in recognition of his work in philanthropic fundraising and volunteering. He currently serves as a member of the Mary’s Center Board, and the development committee. He also is a founding member of the Mentor Program at the University of Georgia and has established a permanent scholarship endowment in the Terry College of Business. He also volunteers with numerous Greater Washington region organizations.