Mgr., Fixed Income - Investment Management and Research
Nick joined Commonwealth in October 2010. After working in Retirement Operations and then Annuity Research, Nick joined the Investment Management and Research team in September 2015. In his current role as manager, fixed income, he evaluates and selects strategies for the recommended lists and disseminates research in all fixed income asset classes. He also responds to advisor inquiries on portfolio construction, fixed income sector allocation, and portfolio reviews. Nick graduated from San Francisco State University's MBA program with an emphasis in finance, and he holds the FINRA Series 7 securities registration. He also holds a BFA in jazz performance from the New School for Social Research. In his spare time, Nick enjoys reading, playing tennis with his wife, and studying Portuguese.