Nick joined American Trust Custody in 2008 and oversees the trust trading department. His team is responsible for monitoring and processing all trading and brokerage activity for clients along with new account verifications. In this capacity he also supervises the omnibus processing and trust unitization functions of American Trust Custody.
Nick has spent the last 15 years in the financial services industry. Prior to joining American Trust Custody, Nick started his career as a fund accountant with PFPC (now PNC Global Investment Servicing). From there, he joined SunGard where he was responsible for relationship management for an assigned set of mutual fund trading clients.
Nick received his Bachelor of Arts degree in Accounting from Washington and Jefferson College. He is also a Registered Representative of the broker-dealer and holds the Series 6, 63, and 99 securities licenses.