ÂÜÀòÂÒÂ×

Nick Momyer, CAIA is a seasoned Senior Portfolio Manager with experience at top financial institutions such as Whittier Trust Company, Tiedemann Wealth Management, and BMO Harris Private Banking. With a background in International Political Economy and Finance, Nick specializes in managing custom investment portfolios for affluent families and their philanthropic foundations. Throughout their career, Nick has demonstrated expertise in consumer discretionary sector analysis, asset management, and aligning investment portfolios with client values and financial goals.