Nick Blasi
Gestore di Portafoglio-Azioni presso CapFinancial Partners LLC
Profilo
Mr. Nicholas M.
Blasi is a Managing Principal at CapFinancial Partners LLC.
He joined CAPTRUST in 2022 from Frontier Wealth Management, where he served as principal and chief executive officer.
He guided Frontier in transforming from a small independent advisory firm into an evolving wealth advisory platform.
He received his undergraduate degree from the University of Kansas.
Posizioni attive di Nick Blasi
| Società | Posizione | Inizio |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Gestore di Portafoglio-Azioni | 01/07/2022 |
Precedenti posizioni note di Nick Blasi
| Società | Posizione | Fine |
|---|---|---|
Frontier Wealth Management LLC
 Frontier Wealth Management LLC Investment ManagersFinance Frontier Wealth Management LLC (Frontier) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded by Nan Q. Lu in 2007. In 2022, they were acquired by CapFinancial Partners LLC, a subsidiary of The CapFinancial Group LLC. Frontier offers personal financial planning, consulting and investment supervisory services on managed investment accounts to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations. | Amministratore Delegato | 01/07/2022 |
Formazione di Nick Blasi
| University of Kansas | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Frontier Wealth Management LLC
Frontier Wealth Management LLC Investment ManagersFinance Frontier Wealth Management LLC (Frontier) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded by Nan Q. Lu in 2007. In 2022, they were acquired by CapFinancial Partners LLC, a subsidiary of The CapFinancial Group LLC. Frontier offers personal financial planning, consulting and investment supervisory services on managed investment accounts to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
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