Nick is a Wealth Advisor at Baynes Investment Counsel supporting his clients through custom investment portfolios tailored to their financial goals and objectives. His background has given him skills to build portfolios that aim to generate efficient risk and tax management techniques. Nick sits as a member of the investment committee supporting market commentaries and tactical allocation shifts.

Prior to coming on board with Baynes Investment Counsel, Nick worked as an Investment Analyst where he specialized in portfolio analysis, equity research, and supported the management of enhanced equity portfolios including long/short and leveraged options models. Nick graduated Cum Laude at the University of Louisville with a major in Finance. During his time there he was President of the Investment Club, represented the University in a valuation competition hosted by the CFA society, and worked as a part-time equity analyst where he issued two extensive research reports.

Nick’s experiences have given him valuation skills vital to portfolio construction while also providing his clients ongoing relational support. His services extend to financial / retirement planning, insurance planning, concentrated stock phase outs, legacy planning, tax preparation, and 401k consulting offering his clients a full suite of comprehensive support under Baynes Investment Counsel.