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Nicholas Augostini, CFA, CFP®

Nicholas Augostini, CFA, CFP®

Chief Investment Officer/Portfolio Manager

As Chief Investment Officer and Portfolio Manager, I am responsible for the firm’s investment strategy and ensuring our client portfolios are thoughtfully designed, implemented, and reviewed.

I was drawn to the wealth management space while in college, working with various investment advisors. I quickly knew I wanted to make a career out of helping people manage their financial lives, but I felt that I didn’t have the research and investment experience to play such a critical role in someone’s future. 

Rather than jumping right into the profession after graduation, I went to work at Morningstar where I was an equity analyst in the Investment Management group while I also completed the Chartered Financial Analyst (CFA) program. After a few years of learning the fundamentals of investment research, I wanted to work closer with the end client and expand my skill set further into personal finance. In 2020, I joined Slayton Lewis to pursue that goal and became a Certified Financial Planner® shortly after.