Nicholas M.

Financial Advisor Director of Foundations & Endowments @Signature Wealth Partners, Llc

Fernandina Beach, FL, US
MOBILE NUMBERS
+18•••••••60

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WORK HISTORY

Sep 2023 — Present

Financial Advisor Director of Foundations & Endowments @Signature Wealth Partners, Llc

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Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Signature Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

EDUCATION

N/A

Union College

Bachelor of Science - BS, Geology/Earth Science, General

2005 — 2010

Union College

Bachelor of Applied Science (BASc), Geology

2017 — 2019

Pepperdine Graziadio Business School

Master of Business Administration - MBA, Finance, General

ABOUT NICHOLAS M.

I am an investment professional with a depth of experience that goes beyond the typical wealth management background. My career has spanned hedge funds, economics, and the oil and gas industry, providing me with a unique perspective in both wealth & firm management. As a fiduciary advisor and Director of Foundations and Endowments at Signature Wealth Partners, I work with individuals, families, and private foundations, applying institutional-level financial expertise to meet their complex needs. Outside of finance, I have a strong passion for auto racing, cycling, and exploring the intersections of conservation, behavioral economics, and human longevity.

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Nicholas M. — Email, Phone Number & Contact Info | Unifers