Managing Director, M&A
CFP®, CRPC®, CMFC®
Nick joined the Mergers & Acquisitions Deal Team in 2021 after seven years of leading business development efforts throughout the Northeast Region for Mercer Advisors, first as a Regional Vice President and later as Branch Manager in New York City. Under his guidance, the regional team integrated nine acquired firms and added 10 new offices while growing AUM by more than $3 billion. Nick has served on the Mercer Advisors Senior Leadership Team since 2017.
Prior to joining Mercer Advisors in 2014, Nick was an Assistant Vice President at AllianceBernstein Investments, where he consulted with financial advisors across all channels in both the New York Metro and Midwestern markets. He began his career in 2004 at Ameriprise Financial, providing comprehensive wealth planning and investment management services for high-net-worth clients.
Nick received his Bachelor of Science degree in Business Administration from Villanova University. Outside of work, he enjoys spending time with his wife and son as well as golfing, running, and relaxing on the beach.