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Speak with a member of our Advisory Team to discuss your situation and learn how we can help.

Professionals you can trust

Nicola Wealth Advisors are well-rounded professionals whose breadth of knowledge provides distinctive insight.

Meet Our Team

Cathy Carlin

Independent Advisor

Investment Review Board

David Sung

 Client Relationship Manager

Executive Vice Chair & President of Institutional

Dylan Reece

Client Relationship Manager

Wealth Advisor

John Nicola

Founder, Executive Chair & Wealth Advisor

Jill Pepall

Kevin Adolphe

Ori Mandowsky

Portfolio Manager

Ben Jang

Portfolio Manager, Head of Fixed Income

Brad Radin

Portfolio Manager, Head of International Equities

Caleb Ho

Associate Portfolio Manager

Eugene Wong

Associate Portfolio Manager, Public Assets

Jeff Ryan

 Jonathan Siu

Senior Analyst

Jason Leung

Joseph Fei

Justin May

Lena Ji

Analyst

Minna Liang

Analyst, Public Fixed Income

Mohan Kandiah

Senior Equity Analyst

Nathan Sia

Rachel Sarsan

Senior Analyst, Public Fixed Income

Rob Edel

Chief Economist

Ryall Stroud

Ryan Watson

Sean Oye

Head of Public Assets

Public Assets Portfolio Management

Public Assets

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor