Wealth Partners Capital Group, LLC
Nicholas Trepp is a seasoned finance professional with extensive experience in various roles within the financial services industry. Currently serving as Principal, Director, and Senior Associate at Wealth Partners Capital Group, LLC since January 2018, Nicholas has demonstrated leadership and expertise in investment management. Prior to this, Nicholas held the position of Head of Business Development at StratiFi from September 2016 to January 2018 and worked as an M&A Associate at Focus Financial Partners from 2015 to August 2016. Nicholas began their career as an Analyst at Morgan Stanley between 2013 and 2015. Nicholas holds a Bachelor of Arts in Economics from Colby College, graduating in 2014, and completed secondary education at Brunswick School from 2007 to 2010.
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Wealth Partners Capital Group, LLC
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of September 30, 2024, WPCG has executed 125 M&A transactions on behalf of its partner firms, representing over $45 billion in acquired AUA.