As a Portfolio Manager on Credent’s Investment Management Team, Nicholas D’Andrea optimizes clients’ investment strategies and solutions. Focused on supporting the clients and financial advisors in Lafayette, IN, Louisville, KY, and Cincinnati and Columbus, OH, Nicholas tailors portfolios to support hardworking Americans through their most important financial events, whether retirement, education funding, or generational wealth transfer.

With a decade of experience, Nicholas holds a Bachelor of Science in finance from Ohio State University and is a CERTIFIED FINANCIAL PLANNER® professional. His background includes time as a Financial Planning Associate and an Associate Wealth Advisor.

Outside of work, Nicholas lives in Cincinnati with his wife, Rachel, their two children, and their two hound dogs. He enjoys staying active, following sports, and volunteering with Business Professionals of America, an interscholastic high school competition where students apply their business and trade skills. He is also a part of the Cincinnati Estate Planning Council and the CFA Society of Cincinnati.

“While I am insatiably interested in learning about new investment strategies, understanding new business models, or tweaking portfolios so they are just right for the client, it is the client impact that makes it worth it.”

What are you most proud of?

I’m very proud that I took steps to move forward in my career and passed the CFP® exam. I hope to have the same success with the Chartered Financial Analyst® exam.

What’s the best trip you’ve ever taken?

The best trip I have ever taken was to Iceland with my now wife. You can drive for 30 minutes and pass no one. It has a sense of real adventure as you traverse the landscape, going from waterfalls to volcanoes to black sand beaches.

What’s one thing you’ve always wanted to do?

I’ve always wanted to ride in a helicopter.