Nik joined Summit in 2019, bringing with him a decade of experience through various roles at BlackRock and Franklin Templeton.

In his current role as a Trading and Investment Specialist, Nik assists advisors with portfolio management, design, and execution.

An active member on the Investment Committee, he performs in-depth analysis on investment offerings to help ensure client portfolios remain efficient and reflect our best ideas in modern finance.

He earned his bachelor’s degree in business economics from Wheaton College in Illinois, where he competed nationally on the men’s rowing team. A lifelong student of the markets, Nik earned the Chartered Financial Analyst designation in 2016.

Outside of the office, he enjoys the outdoors with his wife, Audrey, and their daughter, Calista. Classically trained on the piano growing up, Nik has recently become a guitar enthusiast, evident in his increasing collection of vintage guitars. Nik and Audrey are actively involved with their church and enjoy helping those in need. They are proud sponsors of children through World Vision, a non-profit that has provided food and education to over 3 million children globally.