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About
Nick runs the day-to-day business operations of the firm. In doing so, he wears many hats. Nick is responsible for all regulatory matters, the firm’s finances, and managing the multiple different entities under which CPC operates. He also manages the Human Relations side of the company. Nick’s duties are vital to ensure the firm remains compliant, the business runs smoothly and forecasting is accurate for the firm’s planned growth.
Nick is adept at handling these many functions due to his extensive experience in the world of finance. After earning his bachelor degree, he was accepted into the Leadership Development Program at Bank of America, spent time as a financial advisor, learned how to transition advisory practices between brokers/dealers and gained valuable experience in the business development and management aspects of financial services. Now he’s drawing on all that expertise to excel in his current role.
Nick enjoys the variety of his tasks, seeing the firm’s success up close and watching the people at CPC grow in their careers. He likes the way the firm has a compelling mix of experienced professionals and bright, young, diverse minds. CPC’s commitment to investing in technology is another crucial area Nick firmly supports. He also enjoys helping his teammates accomplish the firm’s mission to make our clients happy while being the trusted advisor and financial pillar in their lives. “It takes a village,” Nick says.
When he’s not looking after the many operations at CPC, you’ll find Nick out on the golf course working on his game or at home spending time with his young family.
