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Nick Augostini, CFA, CFP®

Nick Augostini, CFA, CFP®

Chief Investment Officer/Portfolio Manager

Nick is the Chief Investment Officer and Portfolio Manager at Slayton Lewis. He is responsible for the firm’s investment strategy and ensuring our client portfolios are thoughtfully designed, implemented, and reviewed.

He was drawn to the wealth management space while studying Financial Economics at the University of Rochester and working alongside various investment advisors. He quickly knew he wanted to make a career out of helping people manage their financial lives but wanted to enhance his research and investment acumen before taking on such a critical role in someone’s future.

Rather than jumping right into the profession after graduation, Nick went to work at Morningstar, where he was an equity analyst in the Investment Management group while also completing the Chartered Financial Analyst (CFA) program. After a few years of learning the fundamentals of investment research and portfolio management, he wanted to work closer with individual investors and expand his skill set further into personal finance. He joined Slayton Lewis in 2020 and became a Certified Financial Planner® shortly after.