Nicholas T. Christie, CFP®, AIF®

Nick has been with Investmark for over 20 years as a highly respected financial advisor specializing in the management of client portfolios. Additionally, Nick serves as the firm's Chief Operations Officer and Chief Investment Officer.  These positions allow Nick to focus more of his time on portfolio strategy, design, and implementation while still providing exceptional financial planning solutions to his clients. Nick also serves as co-chairman of Investmark Advisory Group’s Investment Management Committee, which meets to review, discuss, and revise the firm’s investment strategies and objectives. 

Prior to Investmark, Nick was a portfolio analyst assisting in the management of private client equity portfolios and mutual funds at JP Morgan in New York. Before that, he was an accounting analyst at Fidelity Investments in Boston. Nick received a BS in finance from Syracuse University and holds FINRA Series 7, 31, 63, and 65 securities registrations, as well as life and health insurance licenses through Commonwealth Financial Network. Nick is also a CERTIFIED FINANCIAL PLANNER® practitioner and an Accredited Investment Fiduciary (AIF^®).  Nick has also been distinguished as a Five Star Wealth Manager* from 2018- 2024. 

In his spare time, Nick enjoys spending time with his wife, Sharon, and their children, Caroline, Julia, Mary Katharine, Ania, and Thomas. His other interests include reading, tennis, working in his yard, playing the drums, and traveling.

2018-2024 Five Star Wealth Manager Award, 2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 11/2024 based on data gathered within 12 months preceding the issue date. 3,710 advisors were considered, 282 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com.