Nick Kapelewski, CFP®

Nick serves as a senior advisor associate in our West Hartford, CT office. Joining the team in 2024, Nick supports the local advisor team through every aspect of the financial planning and investment strategy process and helps manage client relationships.

Previously, he worked for three years as a registered wealth management client associate on Bank of America – Merrill Lynch’s Private Executive Services Team. He also completed internships in finance and investment operations.

Nick holds both an MBA and bachelor’s degree in finance from the University of Scranton, where he was a member of the men’s soccer team for four years. Originally from Glastonbury, CT, Nick now resides in Brooklyn, NY and is an avid golfer and soccer fan.

Previous Experience

• Registered Wealth Management Client Associate at Bank of America – Merrill Lynch, Private Executive Services Team
• Investment Operations Intern at Hartford Investment Management Co.
• Finance Intern at The S/L/A/M Collaborative Inc.

Education & Credentials

• MBA, The University of Scranton – Kania School of Management
• BS, The University of Scranton – Kania School of Management, Finance
• CERTIFIED FINANCIAL PLANNER^®
• Series 65 license

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.