Nicholas Sefchok is a co-owner and the chief investment officer at Webber Advisors. He focuses on consulting with employee benefit clients and growing Webber Advisors’s investment management operation, which includes retirement plans and wealth management. Nicholas specializes in managing investment portfolios for high-net-worth individuals; consulting with retirement plans, including both defined contribution (401ks) and defined benefit (corporate pension) plans; and developing, selling, and implementing employee benefit plans for businesses and government entities.
Nicholas graduated summa cum laude from Juniata College, where he earned a bachelor’s degree in finance and was a member of the basketball team. He has been awarded the 20 Under 40 in Blair County. Criteria for the 20 Under 40 include business success, entrepreneurial spirit and community service of those who have contributed to the betterment of life in the region. All three components are factored into the final decisions. Nick has also earned the designation of Chartered Financial Analyst (CFA). Nicholas is a member of the CFA Institute and the Pittsburgh Society of Financial Analysts, and serves with Leadership Blair County, Shriners Hospital, and his local chamber of commerce. He also holds his Series 7, Series 63, and life and health licenses.
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC). Pensionmark Financial Group, LLC/Pensionmark Securities, LLC and Leavitt Group/Webber Advisors are unaffiliated entities.