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Profil
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).
Anciens postes connus de Nicholas Boyer
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur en chef des Investissements | 01/10/2024 |
Formation de Nicholas Boyer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
