Nicholas Grossi is an Analyst, Investment Management for Aaron Wealth Advisors. In his role, Nick works closely with the Investment Team on investment-related activities, including managing client portfolios and holistic reporting, conducting manager due diligence, trading, and prospective client analysis. He also supports broader firm initiatives, including market research, client presentations, and responding to client requests. Nick earned his Bachelor of Business Administration in Finance from the Stephen M. Ross School of Business at the University of Michigan.
Prior to joining Aaron Wealth Advisors, Nick served as an Analyst at CNA Surety in Chicago, where he conducted financial analysis on public and private companies across multiple sectors to evaluate credit quality and structure bonding programs based on financial performance and risk profile. Earlier in his career, Nick was a Global Banking and Markets Summer Analyst at Scotiabank in New York and a Financial Analyst Intern at Fort Washington Investment Advisors, where he supported equity research, financial modeling, and portfolio performance analysis.
Outside of work, Nick lives in Chicago and enjoys staying active through fitness and swimming. He is also an avid reader with a particular interest in nonfiction and philosophical works, and enjoys learning Italian, following baseball, and spending time with friends and family.