Nicholas serves as a Wholesaler at Laffer Tengler Investments, partnering with financial advisors to support portfolio construction and asset allocation decisions. He provides education on the firm's equity and fixed income strategies, including separately managed account solutions, helping advisors align investment approaches with their clients' objectives.

Prior to joining Laffer Tengler Investments, Nicholas worked in wealth management at Stifel Financial Corporation in Chicago, where he supported advisory teams serving ultra-high-net-worth clients. His responsibilities included portfolio analysis, investment research, and business development initiatives.

Nicholas earned a Bachelor of Science in Personal Finance from the University of Wisconsin–Madison.

‹ Gavin Grabowski

Claire McCarthy ›

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long term approach over short term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.

☎ 1-800-838-3468

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long term approach over short term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.

☎ 1-800-838-3468

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long term approach over short term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.

☎ 1-800-838-3468

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long term approach over short term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.