Nicholas Sefchok is a co-owner and the chief investment officer at L.R. Webber Associates. He focuses on consulting with employee benefit clients and growing L.R. Webber’s investment management operation, which includes retirement plans and wealth management. Nicholas specializes in managing investment portfolios for high-net-worth individuals; consulting with retirement plans, including both defined contribution (401ks) and defined benefit (corporate pension) plans; and developing, selling, and implementing employee benefit plans for businesses and government entities.
Nicholas graduated summa cum laude from Juniata College, where he earned a bachelor’s degree in finance and was a member of the basketball team. He has been awarded the 20 Under 40 in Blair County and earned the designation of Chartered Financial Analyst (CFA). Nicholas is a member of the CFA Institute and the Pittsburgh Society of Financial Analysts, and serves with Leadership Blair County, Shriners Hospital, and his local chamber of commerce. He also holds his Series 7, Series 63, and life and health licenses.