CFP®, CRPC®, CMFC®
Managing Director, M&A
Nick joined Mercer Advisors in 2014 as a Regional Vice President tasked to lead business development efforts in New York City. After two years of driving record-breaking growth, Nick was promoted to oversee the New York City Team as Branch Manager. As rapid expansion continued, Nick quickly became Managing Director of the Northeast responsible for all client experience and business development efforts throughout the region. Under his leadership, the Northeast Region successfully integrated 9 acquired firms, added 10 new offices and client AUM grew by over $3 Billion. Nick has been a member of Mercer Advisors Senior Leadership Team since 2017, and recently transitioned to bring his unique perspective to the Mergers & Acquisitions Deal Team. Prior to coming to Mercer Advisors, 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. Nick began his career in the Financial Services Industry in 2004 at Ameriprise Financial, providing comprehensive wealth planning and investment management services for high-net-worth clients. He graduated from Villanova University with a Bachelor of Science in Business Administration. Nick resides in New Jersey with his wife and son and he enjoys spending time with his family, running, and golfing.