Nick provides business development consulting to prospective new financial advisors for AssetMark. Over the past five years, Nick has developed new relationships with a wide variety of advisory firms. He consults closely with advisors to develop investment solutions to meet the dynamic needs of their clients. He also counsels advisors on the
implementation of best business practices to help them optimize and streamline their businesses.
Prior to joining AssetMark, Nick was a successful advisor with Merrill Lynch. Nick graduated from California State University Northridge, with a degree in Finance and a minor in Economics.