Nick is a Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services. He offers our clients a combination of sophisticated financial counsel, practical security management advice and a high level of personalized service.

Nick partners with our Relationship Managers to enhance the discussion with new and existing clients by reviewing their current portfolio situation, evaluating their investment strategies and developing customized portfolios with his team to ensure continued success.

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