ADVISOR BIO

Nathaniel Thomas Cornell is a registered investment advisor representative with Blue Water Life Science Advisors, LP, based in San Francisco, CA. Nathaniel has been in the industry since 2004 and holds the Series 63, 65, 7, 86 and 87 licenses. Nathaniel's firm specializes in managing portfolios for pooled investment vehicles. The firm's regulatory assets under management total $160,225,734. Nathaniel also has previous experience with Pacific Growth Equities, LLC.

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ADVISOR BIO

Nicholas King Bucklin is an investment advisor representative with Freestone Capital Management, LLC. Nicholas Bucklin is a Chartered Financial Analyst and is registered with the state of California. Nicholas Bucklin has been in the industry since March 2008. Freestone Capital Management, LLC provides financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Nicholas Carroll is an investment advisor representative with Iconiq Capital, LLC, a firm based in San Francisco, CA. Nicholas has been in the industry since 2019. Nicholas has a Series 65 license.

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ADVISOR BIO

Nicholas Sterling is a financial advisor with Oppenheimer & Co. Inc. Nicholas has over 8 years of experience in the financial services industry. Nicholas has a Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. Nicholas specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses. Nicholas has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Nicholas is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Nicholas Tomo Kanzaki is a Certified Financial Planner® and an Investment Advisor Representative at LNW. Nicholas is licensed to provide investment advice in California. He has over 5 years of experience in the financial services industry. Nicholas holds a Series 65 license and has a strong background in portfolio management for individuals, pooled investment vehicles, and charitable organizations. Nicholas is also a specialist in financial planning, educational seminars, and publication of periodicals.

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ADVISOR BIO

Nicholas Lombardo is a financial professional with RBC Capital Markets, LLC in SAN FRANCISCO, CA. Nicholas has been in the industry since 2022 and has experience with First Republic Securities Company, LLC. Nicholas holds Series 7TO and Series 66 licenses. Nicholas has been registered with FINRA since 2023 and is also registered in 32 states.

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ADVISOR BIO

Nicholas Rubin is a financial advisor with William Blair, a firm based in Chicago. Nicholas has been in the financial services industry for over 2 years. Nicholas is registered to provide investment advice in California and Illinois. Nicholas holds a Series 63, Series 79TO, and SIE license. Nicholas specializes in investment banking, securities brokerage, financial planning and other investment advisory services.

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ADVISOR BIO

Nicholas Worthington Philip is a registered representative with Goldman Sachs & Co. LLC and has been in the securities industry since 1993. Nicholas has been with Goldman Sachs & Co. LLC since 1997. Prior to joining Goldman Sachs, Nicholas was employed by CITICORP SECURITIES, INC. Nicholas has a wide range of experience, and holds licenses including Series 7, Series 63, Series 79TO and SIE. Nicholas is registered in 53 states and the District of Columbia. Nicholas's areas of specialization include 1, 3, 4, 5, 6, 9 and 10.

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ADVISOR BIO

Nicholas Wagstaff is an Investment Advisor Representative at Iconiq Capital, LLC. Nicholas is registered with the state of California as an Investment Advisor Representative and has been in the industry since 2018. Nicholas has passed the Uniform Investment Adviser Law Examination (Series 65) and has a specialization in Private Wealth Management. Nicholas specializes in helping clients with portfolio management for private foundations, individuals, and pooled investment vehicles.

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ADVISOR BIO

Nicholas Vallarino is a registered Investment Advisor Representative with Iconiq Capital, LLC. Nicholas is licensed in California and has been in the industry since January 2014. He specializes in portfolio management for individuals and pooled investment vehicles, including private foundations. Nicholas holds the Chartered Financial Analyst designation.

SPECIALIZATIONS