Nicholas Henry is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at BMO Wealth Management, Liberfield Capital, and NYLIFE Securities LLC. Prior to his financial career, he was involved with Swim Right Academy.
Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through a range of investment vehicles including ETFs, index funds, and separate account managers.