Nicholas E. Gonzalez

Nicholas E. Gonzalez, CEPA®, CRPS®, CDMA®, currently serves as a Senior Wealth Advisor at Granite Harbor Advisors, effective March 2024. Prior experience includes roles as Senior Vice President, Private Banker at J.P. Morgan Private Bank, and Founding Partner & Head of Family Office Consulting at UBS's Inception Wealth Partners, where Nicholas provided strategic advisory to founders and multi-generational families, guiding them through complex financial landscapes including trust and estate, investment management, and tax optimization. Previous positions at Merrill Lynch, H.C. Wainwright & Co., and Maxim Group encompassed investment banking, portfolio advisory, and corporate services, contributing extensive expertise in capital raising, equity compensation, and client relationship management. Educational background reflects a commitment to continuous learning through institutions like the College for Financial Planning and the Exit Planning Institute.