RKL Wealth Management Leadership

Nick is a Partner at RKL LLP and serves as Chief Investment Officer/Executive Vice President for RKL Wealth Management. He directs the firm’s wealth management and financial planning services, plays a key role in business development initiatives and oversees the firm's investment philosophy and portfolio strategy as leader of the RKL Wealth Management investment team and Chair of its Investment Committee.In 2018, Nick received recognition as one of Central Penn Business Journal's Forty Under 40. He has over 15 years experience in financial services working with both institutional and retail clients. Prior to joining RKL, he worked as a wealth advisor and portfolio manager serving high net worth individuals and families. Before that, Nick worked at a leading investment research and brokerage firm in New York, where he advised institutional asset managers on global investment strategies.Nick is a former U.S. Marine and combat veteran, having served in a special operations unit in Afghanistan as part of Operation Enduring Freedom. He received his B.A. in Business Administration from Temple University with a double-major in Economics and Risk Management and Insurance. He is Board Chair of the Lancaster Public Library and resides in Lancaster.