M.S. Financial Planning, University of Georgia
David Nicholas founded BluePath Capital Management, an investment advisory firm in Atlanta, Georgia. His mission was to create an investment advisory model which provided unique and alternative investment strategies not offered by major investment banks. At BluePath, he created an approach to investment management that focuses on risk management and capital preservation. BluePath specializes in building custom solutions to help clients build long-term, risk-managed portfolios tailored to meet their unique financial goals. By partnering with experienced money managers, BluePath strategies can actively assess global market conditions and economic data to make real-time decisions based on market trends.
A graduate of Kennesaw State University, David has a B.B.A in Finance with a concentration in Economics. He completed the Certificate in Adaptive Leadership program from Georgia State University and received his Masters degree in Financial Planning (M.S.) from the University of Georgia. David also holds FINRA Series 7, 63 and 65 securities and investment advisor designations and Georgia life and health insurance licenses.