Nick brings 20 years of experience in Investment Management specifically dealing with institutional and high net worth clients.
Prior to Forum, Nick worked for Westfield Capital Management as Head of International Business where he developed an international strategy for a boutique active equity manager. Prior to that, Nick was VP, Director of US Equity Strategies & Global Real Estate Client Portfolio Manager at Janus Capital Group. In this role, Nick worked on business strategy and development and client retention across multiple distribution channels globally. Prior to Janus, he held strategic roles at PIMCO Advisors based in New York and Connecticut. As Managing Director, Nick is responsible for leading Forum’s investor client acquisition and capital raising efforts on behalf of all business within the Forum companies. Nick has a BA in International Relations from Colgate University and has served on multiple corporate and non-profit advisory boards.
Nick lives in Denver with his wife, Samantha, and two daughters, Sloane and Sydney. He enjoys skiing, biking, fly-fishing, golf, and travel.