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Nicholas Pavlishin

Advisor

CFP®

As an Advisor and CERTIFIED FINANCIAL PLANNER® on the Finerty Team, Nicholas Pavlishin builds meaningful relationships with each client to understand their priorities and serve them with clarity, simplicity, and foresight. 
 
Nicholas joined Moneta in 2019 after relocating to St. Louis from Chicago, drawn to the firm’s reputation and relationship-driven culture. He earned a B.S. in Finance from the Farmer School of Business at Miami University, where he attended on the Chick Evans Scholarship. Throughout college, he gained experience in corporate finance, private wealth management at Merrill Lynch, and investment analytics in Hong Kong, and helped implement Miami’s participation in the CFA Institute University Affiliation Program.
 
Committed to strengthening the St. Louis community, Nicholas serves as co-chair of the Ronald McDonald House Charities annual gala and golf tournament, holds a leadership role with STLMADE YP through Greater St. Louis Inc., and is a member of the Estate Planning Council of St. Louis.
  • CERTIFIED FINANCIAL PLANNER®

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Is Your Student’s Data Safe? Best Practices After the Canvas Breach

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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

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April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

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Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

First Quarter Investment Report – 2026

First Quarter Investment Report – 2026

April 14, 2026

Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

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