Nick Bero
Director of Trading
Nick Bero joined TSG Wealth Management in 2022 as the Director of Trading. He leads the practice’s Investment Strategy Team (IST), overseeing $20B firmwide strategic asset allocation decisions, research efforts, and new advisor integration. Nick works with advisors and clients, helping to educate on current market dynamics, identify opportunities, and present custom risk management strategies to help meet client’s needs. He also oversees the practice’s model portfolio offerings to advisors and has business development responsibilities.
Before joining TSG, Nick spent 3 years at Merrill Lynch Wealth Management, where he worked as a financial advisor, and was responsible for business development and portfolio management alongside several financial advisor teams.
Nick spent his college years playing baseball for California State University, San Bernardino where he graduated Magna Cum Laude with a B.A in Finance. He is a CFA level 2 candidate and currently resides in Newport Beach while working out of TSG offices across Southern California.
When he’s not working you might find Nick playing a round of golf with his friends. Or if he finds the time he just may be on his favorite Hawaiian island, Kauai.
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