Nick Gergen has nearly 15 years of experience developing and implementing investment strategies for high-net-worth individuals and families. In his role as a portfolio manager, he provides investment management solutions across all major asset classes, prioritizing the preservation and growth of client wealth through asset allocation, security selection, and tax and fee efficiency.
Prior to joining 1834, Nick spent 10 years at Abbot Downing (a Wells Fargo company) managing $750 million in client assets.
He prides himself on maintaining extensive knowledge of the markets and investment solutions so that he can create timely and tailored strategies to help meet clients’ unique needs and objectives.
He approaches his practice with these goals in mind:
- Customize investments based on client preference and sophistication
- Provide clarity into the portfolio construction process, investment strategies and total costs
- Build robust and diversified portfolios that produce strong risk-adjusted returns
Nick earned his bachelor’s degree in business administration from the University of Notre Dame. He also holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Institute and CFA® Society of Minnesota. He began his career with roles at both Mount Yale Capital Group and Craig-Hallum Capital Group.
Outside of work Nick can be found spending time with this family on the golf course and at their family cabin.