Nicholas Petriello, CFA, CRPC®
Managing Partner & Director of Investment Planning
Nick is the Managing Partner and Director of Investment Planning for Wealth by Design. Nick started in business in 2000 with a primary responsibility of designing and implementing investment strategies. Each client situation receives a thorough analysis of their existing portfolio and personalized recommendations designed to maximize investment returns for the amount of risk taken. Portfolios are designed to be predictable, low cost and tax efficient.
Nick has been researching and managing investments since 1995 and was previously employed as an investment research analyst with Donaldson, Lufkin & Jenrette, where he was part of the number one ranked restaurant team, performing extensive research on publicly traded restaurant companies. He started his career as an investment research analyst with Brown Brothers Harriman & Co. where he performed research on various industries including heavy machinery, specialty chemicals and railroad companies.
Nick graduated Magna Cum Laude from Seton Hall University with a Bachelor of Science Degree in Finance and a minor in Mathematics. He has earned his Chartered Financial Analyst (CFA) designation from the Association of Investment Management and Research, the globally recognized standard for measuring the competence and integrity of financial analysts. Nick has also earned the Chartered Retirement Planning Consultant (CRPC®) designation from the College of Financial Planning. Nick has been invited as a presenter and has spoken at several national conferences and videolincs for Lincoln Financial Advisors (LFA).
Nick is a long-time member of the Association of Investment Management and Research (AIMR) and the New York Society of Security Analysts (NYSSA). CA Insurance License # 0F14018
Nick resides in Holmdel, NJ with his two daughters Angelina and Adriana, and two dogs.