Chicago - Magnificent Mile

Nick Rounds

CFA®

Senior Portfolio Manager

980 N Michigan Ave, Suite 1780
Chicago, IL 60611

Nick Rounds

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Nick Rounds

Professional Certifications

  • CFA® – Chartered Financial Analyst®

About Nick

Nick is a Senior Portfolio Manager and Principal at Focus Partners. He has 10 years of experience working closely with clients on various aspects of wealth management and investment strategy. In his role, he focuses on client asset allocations, investment planning, strategy, research and building strong relationships with clients. Nick earned a Bachelor of Science in Finance from North Illinois University; he is a CFA® charterholder and a member of the CFA® Society of Nashville. 

Prior to joining the firm, Nick was a Portfolio Manager with InterOcean Capital Group and a Principal of the firm’s management company.

Outside of the office, Nick values time with his wife, daughter, family, and friends. He’s an avid outdoorsman and enjoys an occasional round of golf.