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Nicholas Staley, CFA, CFP®

Nicholas Staley, CFA, CFP®

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location of Nicholas Staley, CFA, CFP®Boston, Massachusetts, United States

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  • Timeline

  • About me

    Vice President, Wealth Manager at BNY Mellon Wealth Management

  • Education

    • Boston College High School

      2007 - 2011

    • Stonehill College

      2011 - 2015
      Bachelor of Science (BS) Finance, General

      Activities and Societies: SCIFI Herlihy Opportunity Fund, Men's Track and Field Dean's Scholar

  • Experience

    • My Brother's Keeper

      Jun 2012 - Aug 2013
      Intern

    • The Hanover Insurance Group

      Jun 2014 - Aug 2014
      Opus Investment Management Intern

    • BNY Mellon Wealth Management

      Jun 2015 - now

      • Vice President, Wealth Manager

        Dec 2021 - now

      • Associate Wealth Manager

        Jun 2018 - Dec 2021

      • Senior Portfolio Analyst

        Sept 2017 - May 2018

      • Portfolio Analyst

        Jun 2015 - Aug 2017

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Apr 2022

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Apr 2023
      View certificate certificate