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Nicholas serves as Senior Portfolio Manager for Midland Wealth Management and Midland Trust Company. In this role, he contributes to investment research, portfolio construction, trading, and market insights while partnering with clients and institutions to support informed investment decisions.

Nicholas brings over 11 years of experience in investment management across wealth management and bank environments. Prior to joining Midland, he served as a portfolio manager at Central Trust, where he focused on prospecting, relationship management, investment research, and financial planning support. Nicholas previously held a portfolio management position at Enterprise Bank & Trust, contributing to research initiatives, market commentary, and portfolio strategy across a broad client base. Earlier in his career, he held roles in firm analytics and advisor education at Edward Jones after beginning as a broker at Scottrade.

Education

  • Bachelor of Science in Finance from Missouri State University

Certifications

  • Chartered Financial Analyst® (CFA®)
  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Previously held FINRA Series 7, 66, 86, and 87 licenses

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