![Nick Blasi](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Nick Blasi
Directeur Général chez
Frontier Wealth Management LLC
Profil
Mr. Nicholas M.
Blasi is a Principal at CapFinancial Partners LLC and a Partner & Chief Executive Officer at Frontier Wealth Management LLC.
He joined CapFinancial Partners 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.
Postes actifs de Nick Blasi
| Sociétés | Poste | Début |
|---|---|---|
Frontier Wealth Management LLC
 Frontier Wealth Management LLC Investment ManagersFinance FWM Legacy applies the principles of asset allocation and Modern Portfolio Theory as part of their investment management and supervisory services to managed accounts. The firm may also use fundamental analysis, technical analysis, tax implications, and tax consequences as methods of analysis. They believe that the key factor to long-term portfolio performance is asset allocation. | Directeur Général | 01/01/2009 |
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Gestionnaire de Portefeuille-Actions | 01/07/2022 |
Formation de Nick Blasi
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
50
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Finance |
Frontier Wealth Management LLC
Frontier Wealth Management LLC Investment ManagersFinance FWM Legacy applies the principles of asset allocation and Modern Portfolio Theory as part of their investment management and supervisory services to managed accounts. The firm may also use fundamental analysis, technical analysis, tax implications, and tax consequences as methods of analysis. They believe that the key factor to long-term portfolio performance is asset allocation. | Finance |
