Nickolas Prieto

Nickolas Prieto, CFA, CFP®, CRPS®, is a Financial Advisor and Senior Vice President of Wealth Management at UBS, where they provide specialized financial planning and investment management services to wealthy families, business owners, senior executives, and professional athletes. With a keen focus on strategic exit planning and retirement optimization, Nick has successfully guided clients through complex financial decisions, ensuring sustainable wealth management. They previously served as a Director at Osborne Partners Capital Management and worked as a Financial Advisor at Brouwer & Janachowski. Nick holds an MBA in Finance from The Wharton School at the University of Pennsylvania.