Nic Harvey joined MarshBerry as an Associate in January of 2020. As part of MarshBerry’s Financial Advisory team, Nic focuses on merger and acquisition (M&A) advisory for both buy side and sell side clients as well as insurance firm valuation services, due diligence projects and general consulting projects.
Nic currently maintains the Certified Public Account (CPA) designation in the State of Ohio. In addition, he is pursuing a Chartered Financial Analyst (CFA) designation as a Level 2 CFA Candidate, having passed Level 1 in June of 2019.
Nic began his career in fintech working for two different financial software companies beginning as an Analyst and working his way up to Supervisor and ultimately Product Owner. In 2017, he began working for a start-up hedge fund as an Equity Research Associate in the Mining & Materials sector covering junior mining companies.
Nic graduated with honors from Walsh University with a Bachelor of Arts, majoring in Accounting & Finance.