Chief Compliance Officer
Nicholas graduated cum laude with a bachelor’s degree in Business Administration from Kent State University in 2002. He began a career in financial services with wirehouse brokerage, Morgan Stanley. After leaving Morgan Stanley, Nicholas became an independent financial advisor and managed personal client accounts until 2005 when he was a founder of the registered investment advisor firm, Cornerstone Asset Management Services, Inc. As portfolio manager for the firm's tactical model portfolios, Nicholas has been managing client accounts using the Cornerstone investment process since 2006. He holds the series 7, 24, 31, & 66 Securities Registrations.
Nicholas and his wife, Leah, live in Broadview Heights, Ohio with their children, Stella, Evie, and Thomas. He enjoys golfing and fishing and spending time with family and friends.
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