Nick brings over 25 years of experience, in senior roles, focusing on corporate clients in investments, sales and trading. He has worked for major investment banks UBS, Lehman Brothers, Banco do Brasil and Merrill Lynch, with assignments in New York, London, Tokyo and Hong Kong.
From his own long-term experience as an American overseas, Nick has developed a ground-up knowledge of the US/UK tax treaty issues, insurance, estate planning and pension issues which impact the expat community. He is strongly positioned to be able to generate solutions for high net-worth international families directly, or through working in partnership with their tax and legal advisors. He is passionate about creating peace of mind for clients.
Nick studied Accounting at DePaul University, acquired his CPA license and practised at Price Waterhouse, before obtaining his MBA from the University of Chicago Booth School of Business, to launch his finance career. Nick qualified for his CFP designation, Certified Financial Planner certification, to transition from a career of institutional to individual advising. He believes you have earned your accumulated wealth and deserve to preserve it.
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