Nick joined True North in 2023 as a Client Operations Analyst. He is responsible for account administration, transactions, and reporting. Nick supports the wealth management team by maintaining strong attention to detail to ensure accuracy and timeliness in operational activities.

Prior to joining True North, Nick worked in JP Morgan’s wealth management division where he developed operational skills and gained a keen understanding of the financial services industry. In this role, he provided clients with guidance on financial products, account services, and estate processing.

The firm’s mission is Fulfilling Lives™, and Nick supports this by striving for the highest level of service in his commitment to meet the needs of each client he serves.

Nick graduated from the University of North Carolina Chapel Hill with a Bachelor of Science in Business Administration and a concentration in Finance.

His hobbies include spending time with friends and family, exercising, and trying new restaurants.