The Morning CORE

Nick is Chief Strategy Officer at Pine Valley Investments.  In his role, Nick manages strategic planning and leads multiple initiatives that support PVI’s extraordinary growth, as it manages over $1 billion in AUM. Working closely with the leadership team, he forges new working relationships and synergies inside and outside the firm. 

Nick is a seasoned executive who has served in many leadership roles in his 20+ year 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 at Knight Trading Group in Jersey City, NJ as an Equity Sales Trader, where he covered a comprehensive list of major buy-side institutions across the U.S. 

In addition to Nick's role as CSO, he is also an Investment Advisor, with a unique ability to break down complex market and economic information in an easy to understand manner. This has earned him a loyal following of existing clients, along with thousands of subscribers to The Morning CORE. His unique perspective was acquired from 20+ years on the trading desk.

Pine Valley Investments "PVI" is an independent,  SEC-registered investment advisory firm that serves individuals and affluent families at every stage of their personal and professional lives. The PVI solution is designed for each client’s specific needs with an emphasis on dynamic service, risk management, dependable analysis and tax efficiency.

Educate yourself on the market while having a little fun in the process.  Soul Train Friday will get you in the right frame of mind for the weekend. 

Managing your own finances can be complicated and overwhelming. In a 2019 white paper published by Vanguard, the firm says that the value of expert advice can boost returns by 3% per year. It calls this edge "the Advisor's Alpha." We take a comprehensive view of your portfolio with financial planning, asset allocation, tax planning, portfolio rebalancing, and timing withdrawals? 

We help organize your overall financial picture and create a personalized plan to guide you towards your financial goals and objectives. Let's work together to achieve your financial freedom.