As Chief Investment Officer at Beverly Hills Private Wealth, Nick oversees portfolio construction and security selection, skillfully identifying opportunities while maintaining a disciplined approach to risk management. He takes pride in designing and managing customized portfolios, underpinned by thorough research on individual securities and funds. Nick’s dedication to excellence is evident not only in investment strategy but also in his support of the firm’s operational and client service initiatives.
In January 2025, Nick successfully sourced and launched BHPW’s exclusive Special Opportunities Fund I, a curated portfolio of funds spanning multiple alternative investment sectors, reflecting his deep understanding of the critical role alternative exposure plays in portfolio diversification.
Prior to joining Beverly Hills Private Wealth, Nick served as Director of Investment Research at KCS Wealth Advisory, where he managed $400 million in client assets across global equities and credit. He also gained valuable institutional experience at Hotchkis & Wiley Capital Management, a leading value-oriented asset manager in Los Angeles, and began his career analyzing public equity opportunities at a $2 billion global value manager.
Nick holds a B.A. in Economics from the University of California, Berkeley, and is a Chartered Financial Analyst® (CFA®). Passionate about investing from an early age, he has contributed insights to respected industry platforms and publications. Outside the office, Nick enjoys basketball, running, and tennis, and volunteers with child literacy programs and animal rescue organizations.