Nick works with clients to help develop financial plans to achieve their financial goals. As a member of the firm’s Investment Committee, he is also responsible for the research and analysis of investment strategies.
Nick started his career with Pollock Investment Advisors in 2013. He is a graduate of The University of Michigan with a Bachelor degree in Economics and Communication. Pollock Investment Advisors first hired Nick as an intern, where he gained hands on experience in investment management.
Nick is a lifelong resident of the area. He currently resides in Ann Arbor with his wife. Nick is an avid golfer and enjoys to travel whenever possible.
EXPERIENCE
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Portfolio Manager
Pollock Investors Advisors, LLC 2013 to date
Intern
Pollock Investment Advisors, LLC Summer 2012
EDUCATION, CERTIFICATIONS & AFFILIATIONS
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B.A. Economics University of Michigan, Ann Arbor
B.A. Communications University of Michigan, Ann Arbor
Uniform Investment Advisors Law, Series 65
Certified Financial Planner™ (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
