Nicholas joined Moneta in 2019 after moving to St. Louis from Chicago. He was attracted to Moneta for its extraordinary reputation and the chance it offered him to grow and develop as a financial professional. The relationship-driven culture around interactions with both clients and team members made it a perfect fit for him.
Nicholas earned his B.S. degree in Finance from the Farmer School of Business at Miami University in Oxford, OH, which he attended on the Chick Evans Scholarship for caddies. He graduated in 2019 with industry experience from internships in corporate finance and private wealth management at Merrill Lynch and investment analytics at a firm in Hong Kong. Nicholas helped implement a program for Miami to join the CFA Institute University Affiliation Program and he is currently pursuing his CFA® designation.
After moving to St. Louis, Nicholas wanted to begin philanthropic work in his new city as soon as possible. He is now Moneta’s internal champion for Mission: St. Louis and will spearhead ways for the firm and nonprofit to work together in making the city a better place for all to live and work.
Nicholas enjoys golfing in the warm weather, skiing in the cold and cooking year-round. Working from home during the COVID-19 pandemic gave him the opportunity to rescue a puppy. He and his new friend spend as much time as possible outside exploring new trails.