Nick joined Clarfeld in 2005 and achieved his Certified Financial Planner (CFP®) designation in 2012. Nick handles all aspects of personal financial planning, estate planning, and investment services for high net worth individuals and for senior corporate executives in the United States and the United Kingdom.
He also assists in training and career development of the firm's junior financial planning team.
Nick is a member of the board of The Mental Health Association of Westchester County and The Childcare Council of Westchester. Along with his wife, two children and their dog Ryder, he lives in Westchester County, N.Y. He loves spending time with his family, and he loves playing bass guitar in a band with his uncle — almost as much!