Nick is an Assistant Vice President & Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services team. He offers our clients the expertise to analyze portfolios and unique assets to ensure that they are suitable for meeting our clients' goals and needs.

Nick partners with our Relationship Managers to provide continual analysis to ensure that these customized portfolio solutions maintain the balance between risk and growth in order to ensure continued success in meeting the clients' goals.

ADVISORY EXPERTISE

  • Portfolio Management Group

CREDENTIALS

  • Chartered Financial Analyst® Candidate

EDUCATION

  • MBA, Washington State University
  • BS, Washington State University

PROFESSIONAL AFFILIATIONS

  • CFA Institute
  • Chartered Financial Analyst Society of Spokane