Nick is an Investment Associate in the Investment Operations Department at McLean, where he is responsible for conducting ongoing client portfolio reviews, executing necessary investment changes, and providing portfolio management support to the advisory team. Prior to his current role, Nick gained valuable experience working as a patent operations specialist at an intellectual property law firm. This role honed his attention to detail and service-oriented approach to working with co-workers and clients.

Education

B.A. Economics, University of Virginia

Greatest Professional Satisfaction

Contributing to the mission of guiding clients towards successful retirements while gaining invaluable insights and experience from the exceptionally dedicated team at McLean.

Greatest Personal Satisfaction

Spending quality time with friends and family, particularly when we’re fly fishing, gathered around the kitchen table for game night, or enjoying a round of golf on a scenic course.