Nick D. Rounds, CFA

Senior Portfolio Manager

Nashville, TN
Nick D. Rounds, CFA

Wealth Management
Investment Strategy
Asset Allocation

Nick is a Senior Portfolio Manager and Principal at The Colony Group. He has 10 years of experience working closely with clients on various aspects of wealth management and investment strategy. In his role, he focuses on client asset allocations, investment planning, strategy, research and building strong relationships with clients. Nick earned a Bachelor of Science in Finance from North Illinois University; he is a CFA® charterholder and a member of the CFA® Society of Nashville.  

Prior to joining the firm, Nick was a Portfolio Manager with InterOcean Capital Group and a Principal of the firm’s management company.  

Outside of the office, Nick values time with his wife, daughter, family, and friends. He’s an avid outdoorsman and enjoys an occasional round of golf.