Cfp® Nick Dalgety

Nick Dalgety, CFP®, has an extensive work experience in the finance industry. Nick started their career at Goldman Sachs Asset Management, where they held various roles including Analyst, Associate, and Vice President from 1999 to 2011. Following that, they joined Balasa Dinverno Foltz LLC as a Wealth Manager from 2011 to 2012. Nick then moved on to Copeland Capital, where they served as Vice President of Institutional Business Development from 2012 to 2013. Currently, they are working as the Regional Director - Midwest at DoubleLine Capital.

Nick Dalgety, CFP®, holds a Bachelor of Business Administration degree in Finance from The University of Iowa Tippie College of Business. Additionally, they have completed the Financial Planning Certificate Program at DePaul University.