Experience

Leopold Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder & Partner

  • Jan 2021 - Present

  Nick is a Co-Founder and Financial Advisor at Leopold Wealth Management. Nick witnessed the value of holistic financial planning when a parent was disabled and no longer able to work. While many aspects of life certainly changed, thoughtful planning techniques provided for financial clarity and peace of mind. This experience catalyzed Nick’s passion for personal finance, which he strives to deliver to clients using a clear, simple and visual model. Nick brings over 5 years of experience at UBS Wealth Management, where he supported and serviced High and Ultra High Net Worth client relationships. *LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com Leopold Wealth Management is unaffiliated with HTK. 5935077RG_Sep25 Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Associate Director, Private Wealth Management

  • Mar 2020 - Dec 2020

• Business Analyst, Private Wealth Management

  • Sep 2018 - Mar 2020

• Graduate Talent Program, Analyst

  • Sep 2016 - Sep 2018



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Graduate Talent Program Summer Internship

  • Jun 2015 - Aug 2015



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Intern

  • Jun 2014 - Aug 2014