Nick Shedd - Promoted to Director
Nick Shedd Promoted to Director
08/01/2023
Mainsail Wealth Advisors is delighted to announce the promotion of Nicholas Shedd to the position of Director. With his extensive experience as a portfolio strategist and financial advisor, coupled with his CFA charter, Nick has proven to be an invaluable asset to our team and clients alike.
Having been with Mainsail Wealth Advisors for over 8 years, Nick has exemplified dedication, expertise, and a steadfast commitment to delivering exceptional service to our clients. Over the course of his tenure, Nick has flourished into a key figure in the company, assuming a pivotal role within our Private Investment Management division.
As Director, Nick will help lead the Mainsail Investment Committee and expand the scope of our investment management services, ensuring that our clients receive tailored strategies and personalized solutions to meet their financial goals. He will also play a critical role in shaping our growing firm as we continue to add more talented individuals to help us serve our ever-growing client base.
"We couldn't be more excited for Nick and for the firm. He has proven a great fit with our team and clients and he brings a tremendous amount of energy, vision, and expertise to our portfolio management efforts. Please join us in congratulating Nick the next time you see him or talk to him. " said Jason Koptish, CFP®, Managing Partner.”