Nicholas Boyer
Chief Investment Officer bei RKL Wealth Management LLC
Profil
Mr. Nicholas A.
Boyer is a Partner, Chief Investment Officer & Executive Vice President at RKL Wealth Management LLC.
He directs the firm’s wealth management and financial planning services, plays a key role in business development initiatives and oversees the firm's investment philosophy and portfolio strategy as leader of the RKL Wealth Management investment team and Chair of its Investment Committee.
Mr. Boyer has over a decade of experience in financial services working with both institutional and retail clients.
Prior to joining RKL, he worked as a wealth advisor and portfolio manager serving high net worth individuals and families.
Before that, he worked at a leading investment research and brokerage firm in New York, where he advised institutional asset managers on global investment strategies.
Mr. Boyer received a B.A.
Business Administration/Economics, Risk Management and Insurance from Temple University.
Aktive Positionen von Nicholas Boyer
| Unternehmen | Position | Beginn |
|---|---|---|
RKL Wealth Management LLC
 RKL Wealth Management LLC Investment ManagersFinance RKL Wealth Management LLC (RKL Wealth) is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1999 as Kuntz Lesher Capital LLC and was combined with Sterling Financial Advisors under the RKL Wealth Management brand in 2016. They are a subsidiary of Reinsel Kuntz Lesher LLP. RKL Wealth manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. | Chief Investment Officer | 01.04.2016 |
Ausbildung von Nicholas Boyer
| Temple University (Pennsylvania) | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
RKL Wealth Management LLC
RKL Wealth Management LLC Investment ManagersFinance RKL Wealth Management LLC (RKL Wealth) is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1999 as Kuntz Lesher Capital LLC and was combined with Sterling Financial Advisors under the RKL Wealth Management brand in 2016. They are a subsidiary of Reinsel Kuntz Lesher LLP. RKL Wealth manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. | Finance |
