Nick Blasi

Chief Executive Officer at

Frontier Wealth Management LLC

Finance

Consumer Services

Profile

Mr. Nicholas M.
Blasi is a Principal at CapFinancial Partners LLC and a Partner & Chief Executive Officer at Frontier Wealth Management LLC.
He joined CapFinancial Partners in 2022 from Frontier Wealth Management, where he served as principal and chief executive officer.
He guided Frontier in transforming from a small independent advisory firm into an evolving wealth advisory platform.
He received his undergraduate degree from the University of Kansas.

Nick Blasi active positions

Companies	Position	Start
Frontier Wealth Management LLC Frontier Wealth Management LLC Investment ManagersFinance FWM Legacy applies the principles of asset allocation and Modern Portfolio Theory as part of their investment management and supervisory services to managed accounts. The firm may also use fundamental analysis, technical analysis, tax implications, and tax consequences as methods of analysis. They believe that the key factor to long-term portfolio performance is asset allocation.	Chief Executive Officer	01/01/2009
CapFinancial Partners LLC CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate.	Portfolio Manager-Equities	01/07/2022

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Linked companies

Private companies	3
University of Kansas University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CapFinancial Partners LLC CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate.	Finance
Frontier Wealth Management LLC Frontier Wealth Management LLC Investment ManagersFinance FWM Legacy applies the principles of asset allocation and Modern Portfolio Theory as part of their investment management and supervisory services to managed accounts. The firm may also use fundamental analysis, technical analysis, tax implications, and tax consequences as methods of analysis. They believe that the key factor to long-term portfolio performance is asset allocation.	Finance

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