![Nicholas Boyer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Nicholas Alexander Boyer formerly worked at RKL Wealth Management LLC, as Partner, CIO & Executive Vice President from 2016 to 2024.
Mr. Boyer received his undergraduate degree from Temple University (Pennsylvania).
Eerdere bekende functies van Nicholas Boyer
| Bedrijven | Functie | Einde |
|---|---|---|
RKL Wealth Management LLC
 RKL Wealth Management LLC Investment ManagersFinance RKL Wealth’s investment process is highly customized for individual clients, and begins with consolidated asset management, which includes reviewing a client’s overall financial situation to understand their financial risks and recommending strategies that are based on specific personal, business and estate planning objectives. From there, the investment management process employs strategic asset allocation to determine long-term allocations to available asset classes based on personal risk tolerances, time horizon, and income needs. Once an appropriate asset allocation is determined, portfolios are created to reflect the corresponding mix of asset classes, and may include individual stocks and bonds, equity ETFs, and/or mutual funds. | Chief Investment Officer | 01-10-2024 |
Opleiding van Nicholas Boyer
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
6
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Temple University (Pennsylvania)
 Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RKL Wealth Management LLC
RKL Wealth Management LLC Investment ManagersFinance RKL Wealth’s investment process is highly customized for individual clients, and begins with consolidated asset management, which includes reviewing a client’s overall financial situation to understand their financial risks and recommending strategies that are based on specific personal, business and estate planning objectives. From there, the investment management process employs strategic asset allocation to determine long-term allocations to available asset classes based on personal risk tolerances, time horizon, and income needs. Once an appropriate asset allocation is determined, portfolios are created to reflect the corresponding mix of asset classes, and may include individual stocks and bonds, equity ETFs, and/or mutual funds. | Finance |
