Nick Streit, CFP®, CPWA®

Managing Partner at Highview Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US

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Bio

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Credentials

  • Certified Private Wealth Advisor® (CPWA®)
    Investments & Wealth Institute
    Sep, 2017
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
    CFP Board
    Aug, 2004
    - Nov, 2024

Experience

  • Highview Capital Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Managing Partner
      • Mar 2020 - Present

      Co-Founder of Highview Capital Management. I am able to draw upon more than two decades of experience to help clients design, implement, and adjust sophisticated strategies to achieve their financial goals as well as personal aspirations. Co-Founder of Highview Capital Management. I am able to draw upon more than two decades of experience to help clients design, implement, and adjust sophisticated strategies to achieve their financial goals as well as personal aspirations.

  • BMO Wealth Management - U.S.
    • Greater Chicago Area
    • Director, Private Wealth Advisor
      • 2015 - 2020

  • Northern Trust
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Advisor
      • 2005 - 2015

  • Ridge Investment Advisors
    • Greater Chicago Area
    • Vice President
      • 2002 - 2005

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • 1999 - 2002

Education

  • Illinois State University
    Bachelor
    1995 - 1999
  • Amboy High School
    1991 - 1995

Community

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