Nick Walser is an Associate on the Investment Team and is based in the San Francisco office. He is in portfolio management and trading.
Nick takes great pride in building meaningful relationships with clients and serving as a trusted partner to the advisory team. Throughout his career, Nick has honed his skills in client services by effectively listening, communicating, and offering solutions to help clients achieve their goals.
Previously, he served in a client services role at Merrill Lynch, where he focused on investment strategy development and implementation, onboarding, coaching, and assisting with reviews. He thrives in a fast-paced environment and welcomes challenges that offer him opportunity to learn and grow.
- Trader at Private Ocean Wealth Management
- Client Associate at Merrill Lynch
Education & Credentials
- BS, San Francisco State University, Business
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.