Profiel
Mr. Nicholas Verbanic is a Vice President & Portfolio Manager at Nottingham Advisors, Inc. He is member of the Investment Policy Committee.
He designs comprehensive financial plans for clients, Construct and manage investment portfolios to best meet client’s long-term investment needs.
He identifies and develop new client and advisor relationships.
He has over 29 years of experience.
He received bachelor’s degree in Economics from the State University of New York at Buffalo, 1989.
He earned CFP designation in 2015.
Eerdere bekende functies van Nick Verbanic
| Bedrijven | Functie | Einde |
|---|---|---|
Nottingham Advisors, Inc.
 Nottingham Advisors, Inc. Investment ManagersFinance Nottingham Advisors, Inc. (Nottingham) is a SEC-registered investment advisor headquartered in Amherst, New York. The firm was founded in 1981 and formerly known as Elias Asset Management, Inc. They are a wholly-owned subsidiary of Community Bank, N. A., itself owned by Community Bank System, Inc. (NYSE: CBU). Nottingham offers asset management and investment advisory services through the use of separately managed accounts to individuals, trusts, corporations, foundations, endowments and pension funds. | Lid van de Investeringscommissie | 01-03-2021 |
Opleiding van Nick Verbanic
| The State University of New York | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Nottingham Advisors, Inc.
Nottingham Advisors, Inc. Investment ManagersFinance Nottingham Advisors, Inc. (Nottingham) is a SEC-registered investment advisor headquartered in Amherst, New York. The firm was founded in 1981 and formerly known as Elias Asset Management, Inc. They are a wholly-owned subsidiary of Community Bank, N. A., itself owned by Community Bank System, Inc. (NYSE: CBU). Nottingham offers asset management and investment advisory services through the use of separately managed accounts to individuals, trusts, corporations, foundations, endowments and pension funds. | Finance |
