Nick brings over 20 years of experience in the financial services industry, most of that time spent at Charles Schwab. He has held various roles at the firm, including positions on the Schwab 500 team, which serves the firm's top 500 clients, and as an equity sales trader on the specialized trading desk, where he dealt with some of the more complex trades at the firm. Nick also served as a team manager for the restricted stock and stock plan services for senior executives.
A native of San Francisco, Nick attended Maritime High School in Greece and graduated from San Francisco State University with a BS in International Business and Marketing. He brings a wealth of expertise in securities trading, both domestic and foreign equities, and is an integral part of our equity risk management process. As a member of our Investment Policy Committee, Nick is a great communicator, able to assist clients with any operational or administrative needs. He is also known for his sophisticated approach to financial services and his expertise in the industry.
In addition to his professional pursuits, Nick has a variety of interests outside of work. He is an avid fitness enthusiast and enjoys working out regularly, hiking, camping, and other outdoor activities. Nick is also a world traveler who loves exploring new cultures, dining spots, and experimenting with different cuisines. Nick is based out of our headquarters in Sausalito, CA.