Nick has an important role in all aspects of the investment process at Affinia. He brings 10 years of experience as a trader and portfolio analyst to providing Affinia’s advisors with research and analysis of portfolio positions and effectively implementing investment decisions.
Nick works with the advisory team to maintain the client portfolios by rebalancing accounts to align with client objectives, assist them in evaluating current positions from a tax perspective and provide recommendations for changes. He supports the advisors in overseeing account cash management to assure each client’s systematic distributions needs are met. Nick also oversees implementation of compliance procedures relating to the investment team and performing and maintaining due diligence files on all portfolio holdings.
Nick sets the agenda for and conducts Affinia’s weekly internal Investment Committee meeting. He presents a review of the markets and highlights trends or events having a potential impact on Affinia’s investment outlook.
Nick earned a BS in Finance and International Business from UMASS Lowell and is enrolled in the MBA program at Boston University. Prior to joining Affinia in 2022, he was a trader at Fidelity, and Portfolio Associate at MFS Investments.