Nicholas Hogrefe, CFA, CFP®

Nicholas Hogrefe, CFA, CFP®

Senior Investment Analyst

 

Nicholas Hogrefe began his career at Gottfried & Somberg Wealth Management, LLC, in June 2011. In his current role as Senior Investment Analyst, Nick manages the investment research and selection process. He also works closely with advisors to integrate our clients' goals with their portfolios and oversees the model portfolio management system.


Nick received his bachelor's degree in finance from the University of Connecticut and holds his FINRA Series 6, 7, 63, and 65 securities registrations. He is a Chartered Financial Analyst charter holder, a CERTIFIED FINANCIAL PLANNER™ professional, and belongs to the CFA Society of Hartford.


Nick enjoys staying active and spending time with his family in his spare time. He lives in South Glastonbury with his wife Kayla and son William.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.