As an Investment Analyst, Nick supports the team in research, analysis, and the ongoing service of client relationships.
Prior to joining Capital Wealth Advisors in 2026, Nick was an Analyst at InContext Advisors in Chicago, where he supported high-net-worth families through portfolio analysis, estate planning, and ongoing investment monitoring. He also maintained financial models, forecasted potential cash flows, and assessed the viability of investment opportunities.
Outside of work, Nick can be found at the gym, out on a run, playing a round of golf, or rooting for his favorite Chicago sports teams.
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