Nick joined Congress Asset Management in 2014. In his current role as a Research Analyst, he is responsible for analyzing and presenting financial data on public companies and industry trends to formulate investment recommendations in the Information Technology and Communication Services sectors. He is also a member of the Small Cap Growth Investment Committee.
Prior to joining Congress, he spent two years with Weston Financial Group as a Senior Associate, where his responsibilities included financial modeling for clients, performance reporting, mutual fund analysis, as well as asset allocation and financial planning services.
He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute. In his free time, he enjoys painting, playing golf, and spending time with his family and friends.