At BakerAvenue, Nick has responsibility for executing equity and fixed income trades. Being a member of the Investment Committee, he supports the team on research and analysis. In addition, he coordinates portfolio implementation and strategy rebalancing with the Wealth Advisory team.
Nick grew up in Sonoma County where he attended Sonoma State University and graduated Cum Laude with a B.S. in both Accounting and Finance. From there, he pursued his MBA at St. Mary’s College of California in Moraga. He graduated with Honors with a Finance Concentration. Nick is a Level II candidate in the CFA Program.
Nick has pitched in with his local high school baseball team, helping the players learn from his experience playing in college. Nick was also a Eucharistic minister at his local church.
A secret about Nick
Nick went to speech class until he was 10 when he discovered he had a hearing issue. Surprisingly, he cannot go to the movies because the theaters are too loud for him.