As a senior investment associate, Nick is responsible for supporting wealth advisors with the investment analysis and management of client accounts, implementation of investment strategy changes, and development of requested trades.

Outside of the office, Nick enjoys spending time with his family and friends. He currently resides on the east side of Cincinnati with his wife and their family.

History at Bartlett

• Joined Bartlett in 2023

Education

• Xavier University, Bachelor of Science in Business Administration
• Cincinnati USA Regional Chamber – Cincy Next – Class 12 (2025): Cincy Next is an 8-month program for emerging leaders with fewer than 8 years of professional experience to strengthen leadership skills, expand networks, and increase knowledge of self, business, and community. The curriculum for this program includes topics around current regional civic issues, utilizing personality assessments within your teams and to grow professionally, time management and goal setting techniques, Cincinnati history and future, and more. Candidates must submit an application to be considered for the program. To learn more visit: https://cincinnatichamber.com/leadership-center/cincy-next/

Certifications and Designations

• Chartered Retirement Planning CounselorSM