Allegiant's Nicholas Earns CFP Designation
Business
SRQ DAILY WEDNESDAY PHILANTHROPY EDITION
WEDNESDAY AUG 15, 2018 |
Allegiant Private Advisors, an independent firm offering fiduciary-level financial planning and investment advisory services, has announced that Portfolio Manager Luke Nicholas, CFA, CFP has earned the Certified Financial Planner designation. Nicholas joined Allegiant Private Advisors in 2013. In his role as portfolio manager and member of the firm’s Investment Committee, he is responsible for using internally generated research to tailor customized investment portfolios for each client. Prior to joining Allegiant Private Advisors, Nicholas graduated from the Honors Program at The University of Florida with a bachelor’s degree in Finance.
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