Director – Private Client Group
Nick joined SCS in 2010. He has over 13 years of experience in the investment business. Nick works with multi-generational families to develop customized investment, tax, cash flow, and estate planning strategies that meet their long-term goals. Prior to joining SCS, Nick worked for Fidelity Investments as senior financial and business planning analyst. He earned a BS in Finance from Boston University and an MBA in Finance and Strategy & Innovation from the Boston University School of Management. Nick holds his Series 65 license and is a member of The Boston Estate Planning Council.