Nick manages strategic planning and leads multiple initiatives that support Pine Valley Investments (PVI). He specializes in helping clients create investment management and planning strategies to meet their financial goals. As the author of The Morning CORE, PVI's daily market letter, he can break down complex market and economic information in an uncomplicated manner.
Nick has served in many leadership roles in his 25+ career in finance. Before joining PVI, he was a former Managing Director and Head of Sales Trading and Trading at Janney Montgomery Scott. He supervised the trading desk and equity back-office operations at Janney while actively executing trades for some of the largest global money managers. Before Janney, Nick worked as an Equity Sales Trader Knight Trading Group and, most recently, as Head of Trading at Dalzell Trading, an outsourced buy-side trading firm