Nicholas A. Barnard
March 8, 2022 By Sage Advisory
Nick serves as an Associate on the Portfolio Management team at Sage. He previously served as an Associate for the Operations team, having joined Sage in 2020. Prior to joining Sage, he worked at Fidelity Investments on their Retail Trading Team. Nick is a graduate of the University of New Hampshire where he received a B.S. in Finance and Entrepreneurial Studies. He is a Chartered Financial Analyst (CFA) and member of the CFA Institute. In his spare time, Nick volunteers at the Austin Zoo. Along with volunteering, Nick enjoys taking his dog around to explore the city of Austin.