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Investment Analyst
 

Nikolas Venuto is an Investment Consultant with USI Advisors, Inc. Nikolas is responsible for developing, implementing, and monitoring investment strategies for defined benefit and defined contribution clients, and regularly conducts investment review meetings with his clients.

Prior to joining USI Consulting Group, Nikolas was a Senior Financial Analyst for a private wealth manager, where his focus was portfolio management and retirement planning for ultra-high-net-worth clients. Nikolas was responsible for formulating asset allocation strategies as well as implementing and managing investment programs tailored for clients’ investment goals and objectives. Nikolas began his career as a Certified Public Accountant for Deloitte, where he was responsible for leading teams to complete financial statements audits of public and private companies.

Nikolas earned a Bachelor of Science degree in Business Administration for Accounting and Financial Management from Bucknell University. He holds the Certified Public Accountant certification issued by the PA State Board of Accountancy. Additional Industry education and designations include: FINRA administered Series 65: Investment Advisor Representative.

 
 
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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.