Nick Edwards

Portfolio Associate

“I was drawn to Truepoint’s dedication to both client and employee satisfaction. I especially love the team atmosphere and the constant effort to improve and innovate.”

Nick’s Story

Nick implements Truepoint’s investment strategy, rebalances client portfolios, and assists with the firm’s day-to-day investment operations. He enjoys Truepoint’s team approach and the opportunity to work closely with professionals across the entire team. Nick also appreciates the firm’s innovative culture and the drive to find new ways to serve clients better.

Outside of work, Nick stays active through running, working out, and going out with family and friends. He is also a dedicated Cincinnati Reds fan and catches games at Great American Ballpark whenever he can.


Specialties: asset allocation, investment management, portfolio design

Education

Ashland University, BS, Business Administration

Designations

Level III CFA Candidate

Community Involvement (1)

  • Matthew 25 Ministries

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