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Nick Sharis

Nick Sharis

Managing Director
Private Client Group
Boston, MA
As a Managing Director in the Private Client Group, Nick works closely with multi-generational families to develop customized asset allocation, cash flow, tax, insurance, and estate planning strategies. His approach is grounded in long-term thinking and tailored to each family’s unique goals and values.
“I believe thoughtful planning brings clarity, confidence, and peace of mind.” He is driven by building trusted relationships with families to simplify complexity, preserve their legacy, and support confident decision-making across generations.

Experience

  • 15+ years of experience advising ultra-high-net-worth families
  • Fidelity Investments, Financial Planning & Analytics and Corporate Strategy

Education & Credentials

  • B.S. in Finance, Boston University
  • MBA in Finance and Strategy & Innovation, Boston University
  • Series 65 License

Beyond SCS

Nick lives outside Boston with his wife and son. He enjoys running, golfing, and spending time with his family. Nick serves on the Professional Advisors Committee of The Boston Foundation and is a member of the Boston Estate Planning Council and the Trusts & Estates Consortium. He is also actively involved with Junior Achievement of Greater Boston.

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