Nicholas Mellone, CFP®, CAIA
Nicholas Mellone, CFP® is a Wealth Analyst at PagnatoKarp providing comprehensive financial planning and wealth management strategies for high-net-worth clients. Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Alternative Investment Analyst (CAIA). Through True Fiduciary® standards, he provides a sophisticated Financial Planning Experience that focuses on your best interests. From cash flow strategies to tax minimization and risk analysis, Nicholas quantifies financial independence using digital tools and integrated platforms that target your total financial well-being. The Planning Experience is designed to use data-driven clarity as the foundation for your success.
Prior to joining PagnatoKarp, Nicholas worked at CJM Wealth Advisers focusing on financial plan preparation and reviews, and served on the firm’s investment committee. He also spent 4 years at John Hancock Investments, responsible for institutional mutual fund and ETF distribution to Registered Investment Advisers and Family Offices. Nicholas started his career as an equity analyst in New York, NY.
In the community, Nicholas has volunteered his time with successful fundraising efforts for the Boston Boys and Girls Club. He is a seasoned runner and has completed the 2015, 2016 and 2017 Boston Marathons as well as the 2018 70.3 Superfrog IRONMAN, whose proceeds benefit the Navy Seal Foundation.
Nicholas graduated from Virginia Tech with a B.S. in Applied Economic Management. He is an avid ice hockey fan and currently resides in Vienna, VA.