Nick Wolfe

LPL Registered Client Service Associate

Nick began his career in financial services in 2014 at Oppenheimer and Co. in Asheville, North Carolina. Prior to joining Menlo Asset Management, Nick worked with Ameriprise Financial in Boca Raton, Florida. He holds a Bachelor of Science in management from the University of North Carolina at Asheville. He also holds a master’s degree in business administration from Western Carolina University. With a passion for service, Nick helps clients pursue their financial goals by providing a world class client experience on the operations side of the business. Nick works alongside the advisory team with client account maintenance, cash raises, fund transfers, financial planning, trading, and other account support services. When not working, Nick enjoys spending time in the Bay Area hiking and exercising. 

Phone (650) 321-6068