Nick is a Director at One Capital Management, where he is responsible for helping you and your family determine your investment objectives. He and his team develop a wealth management and investment plan tailored to the client’s situation and goals. He reviews your portfolio with you against your plan and ensures the entire firm is working on your behalf, making sure our deep resources are brought to bear for you and your family.
Nick also works with many of our sub-advisor relationships to bring the firm’s resources to their private client practices. He started with the firm as an intern during university and continued with us beyond graduation as a client services associate. Nick earned his B.A. Communication Studies from California State University, Northridge. He has served as a volunteer with the California State Parks Foundation annual Malibu Creek cleanup.