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Devon Nick
Trader & Investment Analyst
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University of Southern California B.A. in Economics
Devon joined Bridge Advisory in 2012 after graduating from the University of Southern California with a degree in economics. Devon is responsible for managing and implementing the daily trading requests and portfolio rebalance projects. He is in charge of the client billings and works closely with the financial advisors to prepare analysis reports. Devon is a member of the investment committee which involves researching and monitoring the investments of the firm.
“Planning is bringing the future into the present
so that you can do something about it now.”
– Alan Lakein
What are two interesting facts about you?
I got married this year to my wife, Sarah
What is something [people in your industry/niche] have to deal with that you want to fix?
What do you do at Bridge?
My main responsibilities are trading, billing, investment research, retirement plan reviews, and I serve on the investment committee.
What are your credentials/past experience, for working in your position?
What’s your Archetype?
Advocate INFJ-T
What do you like about working at Bridge?
What’s your background?
Born and raised in Southern California
What are the Bridge Advisory Core Values that drive you?
Your top three favorite Podcasts/Books?
What do you enjoy doing when you are not working?
Working out and spending time with friends and family