Nicolás Valdés-Fauli, CFP® opened our New York City office in June 2010 after transitioning from Morgan Stanley. He has served his clients in NYC and the law enforcement community in South Florida since 2002.
Nicolás commits himself to listen and understand his client’s needs in order to create personalized strategies to meet their particular objectives. His investment philosophy is founded on diligent research and hard work.
Nicolás grew up in Miami, FL and after attending Choate Rosemary Hall he graduated with a B.A. from Wesleyan University in Middletown, CT where he played varsity football and remains a member of Delta Kappa Epsilon. Nicolás lives in Manhattan’s Upper East Side with his wife and daughter.