Nick Blasi
Portfolio Manager-Aktien bei CapFinancial Partners LLC
Profil
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.
Aktive Positionen von Nick Blasi
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.07.2022 |
Ehemalige bekannte Positionen von Nick Blasi
| Unternehmen | Position | Ende |
|---|---|---|
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. | Vorstandsvorsitzender | 01.07.2022 |
Ausbildung von Nick Blasi
| University of Kansas | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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 |
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 |
