Profil
Mr. Nicholas T.
Norvell is an Executive Vice President at HNP Capital LLC.
He has been working closely with families and individuals for more than 20 years to formulate, implement, monitor, and update their comprehensive financial plans.
In this role, he creates custom-designed strategic programs that address issues in the areas of wealth management, retirement, income distribution, and estate planning.
Mr. Norvell is highly skilled at formulating financial plans for high-net-worth families, individuals, and business owners.
He also provides strategic direction on the firm's investment management portfolios.
Over the course of his career, he has provided expert witness testimony on fiduciary responsibility, fundamentals of diversification, and asset management for specific client objectives.
He has more than 21 years of professional experience in the financial services arena.
Mr. Norvell was employed as a Vice President by Forté Capital LLC, an Investment Consultant by Charles Schwab & Co., Inc., an Analyst by Prudential Securities, and a Principal by Manhattan Analytics, Inc.
Mr. Norvell holds a Bachelor's Degree in Business Economics from the State University of New York at Oneonta.
He is also a Certified Financial Planner (CFP) licensee.
Anciens postes connus de Nicholas T. Norvell
| Sociétés | Poste | Fin |
|---|---|---|
HNP Capital LLC
 HNP Capital LLC Investment ManagersFinance HNP Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded by John Piccirilli, R. Christopher Hobaica, and Nicholas Norvell in 2009. They are wholly-owned by Financial Institutions, Inc. (NASDAQ: FISI). HNP Capital provides advisory services to individuals, high net-worth individuals, corporations, pension and profit-sharing plans. | Fondateur | 01/05/2023 |
Forté Capital LLC
 Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Corporate Officer/Principal | 31/05/2009 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 31/12/2002 |
| Prudential Securities | Corporate Officer/Principal | 31/12/1995 |
| Manhattan Analytics, Inc. | Corporate Officer/Principal | - |
Formation de Nicholas T. Norvell
| The State University of New York | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
| Prudential Securities | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Forté Capital LLC
Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Finance |
| Manhattan Analytics, Inc. | |
HNP Capital LLC
HNP Capital LLC Investment ManagersFinance HNP Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded by John Piccirilli, R. Christopher Hobaica, and Nicholas Norvell in 2009. They are wholly-owned by Financial Institutions, Inc. (NASDAQ: FISI). HNP Capital provides advisory services to individuals, high net-worth individuals, corporations, pension and profit-sharing plans. | Finance |