Nick Escalante

Nick Escalante is a Senior Portfolio Manager in Personalized / Direct Indexing at Vanguard, with experience dating back to 2008. At Vanguard, Nick conducts daily reviews of portfolios and manages numerous individual accounts focusing on tax loss harvesting and tracking error impacts. Prior to Vanguard, Nick served as Vice President of Investments at PlanMember Financial Corporation, where strategic asset allocation and navigating the 2020 financial markets were key responsibilities. Nick has held various roles at PlanMember, including AVP - Senior Investment Strategist, where leadership in Investment Committee meetings and portfolio management were vital, and as an Asset Allocation Strategist / Portfolio Manager, emphasizing quantitative and qualitative analysis. Educational background includes a Bachelor's Degree in Business Administration with a focus on Financial Management from California Polytechnic State University-San Luis Obispo. Nick Escalante holds the CFA designation.