Meet the Team

As a Client Portfolio Manager, Nicolas plays a critical role in supporting the Fidelity Bank Wealth Management investment process. He develops and maintains investment research and valuation models that guide the investment team’s decision-making process. He is actively involved in client engagement, supporting relationships from the initial prospect stage through onboarding and beyond.

Nicolas is a member of the Executive Committee of the Estate Planning Council of Northeastern Pennsylvania, where he collaborates with professionals across legal, accounting, and financial disciplines to promote best practices in estate and wealth planning.

He earned his bachelor’s degree in Investment Finance from Wilkes University and has successfully passed the CFA Level I exam, demonstrating his commitment to continuous improvement, rigorous financial analysis, and ethical standards.