Nick brings over 20 years of experience in the financial services industry, with the majority of that time at Charles Schwab. Prior roles at Schwab have been on the Schwab 500 team – a service for Schwab’s top 500 clients – otherwise known as “friends of Chuck.” Nick also worked as an equity sales trader on the specialized trading desk dealing with some of the more complex trades at Schwab, as well a team manager for the restricted stock and stock plan services for senior executives. A native San Franciscan, Nick attended Maritime High School in Greece and graduated from San Francisco State University, with a BS in International Business & Marketing.
In his role here at Main Street, Nick brings his expertise in securities trading, for both domestic and foreign equities. He is also involved in our equity risk management process and is a member of our Investment Policy Committee. Nick is a great communicator and assists clients with any operational or administrative needs that may arise.