- Landline
- (757) 599-2214
- nick.lancaster@townetrust.com
- @TowneBanking
- TowneBank
- Website
- professionals.townetrust.com
Description
As a Portfolio Analyst, Nick is responsible for analyzing, structuring, implementing, and monitoring investment strategies for client accounts. As a member of the relationship team, he works to develop and coordinate investment solutions for clients based on their values, goals, and risk parameters. Before joining Towne Trust Company, Nick worked for B&L Management Company, providing financial statement analysis and projections. He earned a Bachelor of Business Administration in Finance and his MBA from Roanoke College.
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Investment Services(757)599-2214 (757)-599-2214 +17575992214
Map 11780 Jefferson Avenue
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