" It is exciting to work with like-minded individuals whose dedicated focus is client well-being. "

Nicholas T. Mastrian

Nick began his career in the financial services industry in 2008, and has developed knowledge in operations, trading, and reporting across a breadth of investment products. As Manager of Portfolio Administration, Nick is entrusted with the organization and maintenance of data integrity and performance. He also serves as the liaison for our custodians, systems, and other partners, to identify issues and process improvement.

Nick lives in Cranberry Township, PA with his wife, Meagan. He enjoys spending time with his friends and family, following Pittsburgh sports, and traveling to breweries across the country.

Education

B.S. in Economics, Slippery Rock University

Memberships and Associations

Member, Greater Pittsburgh Compliance Roundtable

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