Nick embraces his role as a trusted advisor and understands what it takes to tackle issues inherent in families with significant wealth. Whether succession planning, wealth transfer, charitable giving, tax strategy, or investing a family’s values must be reflected throughout the planning process.
Nick’s decades of diverse financial advisory experience provide a unique perspective for high-net-worth and ultra-high-net-worth families. Prior to joining Constellation, Nick was co-founder and president of HORAN Capital Advisors, director of alternative investments at Fifth Third Bank’s Private Client Group, and an options trader on the Chicago Board Options Exchange (CBOE).
He is a graduate of Miami University where he earned a bachelor’s degree in business.
Why Constellation
Constellation was the ideal company to complement Nick’s high standards, competitive nature, and duty to serve. He is passionate about providing a premier client experience, which is a key differentiator for Constellation.
What Drives Nick
Promoting the well-being of our youth is Nick’s dedication. He is an emeritus board member at NewPath Child & Family Services (formerly St. Joseph Orphanage) and currently serves on boards and committees for institutions of higher learning: DePaul Cristo Rey High School, St. Ursula Academy, and St. Xavier High School. Nick also serves on the Marketing and Investment Committees at Constellation.
Nick and his wife are raising four active children, and he enjoys nothing more than watching his children pursue their passions. Nick’s other interests include travel, golf, and music.