BakerAvenue Wealth Management
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.
BakerAvenue Wealth Management
We believe Baker Avenue Asset Management offers a smarter, safer approach to growing and preserving your wealth. Our innovative investment style builds powerful downside protection into a strategy for long-term growth.