Nick C.
Family Wealth Advisor at Baird
- Role
- Family Wealth Advisor - Director at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Nick C.
Nick\'s approach to private wealth management is based on Empowerment and Transparency. A financial plan provides an evolving perspective on where clients stand in relation to their goals, as well as what is needed to improve their probability of success. Nick graduated magna cum laude from Marquette University with a bachelor’s degree in Business-Finance. He spent the next 3 years as an investment banker with JPMorgan, working for their High Yield and Telecom, Media & Technology teams, in New York, Chicago and Hong Kong. Over the proceeding 14 years, he worked for Baird and Artisan Partners in a trading capacity. Nick’s goal was to assemble a broad-based experience, through multiple market-cycles and from different perspectives within finance, with the end-goal of becoming a financial advisor.
Experience
Family Wealth Advisor - Director
Apr 2016 — Present · The ECAB Investment Group - Milwaukee, WI, US
Education
Marquette University
BS, Finance
1995 — 1999
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