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. 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.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisor, Inc., a Registered Investment Advisor. Webber Advisors and Cambridge are not affiliated.