Nick Dalessandro

Nick joined us in 2024 as Senior Trader on the Asset Management Team. In this role Nick oversees trading functions, such as new account setup, portfolio rebalancing and monitoring, daily report reviews, and managing various trading workflows.

Nick comes to us with 10+ years in the investment industry. He graduated from Fordham University in 2014 with a BS in Finance, and a concentration in Alternative Investments. He began his career in the private wealth management space before making a transition into portfolio management. Nick has spent the last 5-years overseeing risk-based model portfolios and acting as a resource for participating advisor networks throughout the United States.

Nick lives in Philadelphia, PA, with his wife and daughter.