Nicholas Hogrefe, CFA, CFP®

Nicholas Hogrefe began his career at Gottfried & Somberg Wealth Management, LLC in June 2011. In his current role as Director of Portfolio Management, Nick manages the investment research and selection process. He also works closely with advisors to integrate 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® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional, and also holds a Certificate in Blockchain and Digital Assets. Nick has been a member of the CFA Society of Hartford since 2018.

Nick served on the PIMCO Next Generation Financial Advisors Council and has led discussions with financial advisors in the greater Boston area regarding portfolio implementation, behavioral finance, and factor-based investing. He co-authors the firm's quarterly investment commentary along with Matthew Somberg.

Nick lives in Glastonbury, CT, with his wife, Kayla, and their two children. In his free time, he enjoys the outdoors, spending time with family, and watching sports.

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.