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.

Previous Experience

  • Trader at Private Ocean Wealth Management
  • Client Associate at Merrill Lynch

Education & Credentials

  • BS, San Francisco State University, Business