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Young Man
Nick Fiore

Nick Fiore

Analyst

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Nick joined South Wake in August of 2022 as an analyst specializing in equity and debt markets. Prior to joining the South Wake team, Nick graduated from the University of Miami Herbert Business School with a BA in Finance and a Minor in Economics.

Stock Exchange

Assumes a 20.3% effective tax rate for stocks and a 40.8% effective tax rate for bonds and alternative asset classes.  The case study examples presented are not to be considered investment recommendations and are not indicative of any specific product or investment advisory service. The assumptions are based on Bernstein’s estimates of the range of returns for the applicable capital markets over the next 10 years. Data does not represent past performance and is not a promise of actual future results.

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South Wake Capital LLC, is independently owned and operated. Copyright 2022

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