Apexium Financial LP announced today that Nick Pittelkau has joined the firm as managing director. Pittelkau will lead client service in the Greater Washington, DC area, while providing financial planning and wealth management for his clients. Apexium Financial LP was formed in 2016 through the joint venture of Capstone Wealth Management and Citrin Cooperman Wealth Management, and has over $1 billion in assets under management.
“Nick will be a great asset to the team as we look to expand our physical presence in the DC area. His experience is a perfect fit for our comprehensive client service strategy and we’re looking forward to working with him” said Rob Brown, partner at Apexium Financial LP.
Pittelkau advises high net worth individuals and their families, working to diligently understand all aspects of a client’s situation and creating tailored plans to help them achieve their definition of financial success. Prior to joining Apexium Financial LP, Pittelkau spent 14 years as a financial advisor at Fidelity Investments and T. Rowe Price. He is a CERTIFIED FINANCIAL PLANNER™ and earned his BS and MBA in Finance from Johns Hopkins University in Baltimore, MD.
“This is an incredible opportunity to join a growing firm with an impressive track record,” said Pittelkau. “I’m looking forward to helping Apexium expand their footprint in a key market.”
About Apexium Financial LP: Apexium Financial LP offers comprehensive financial planning, investment advisory, insurance, and risk management services to high net worth individuals, their families, and corporate clients. With over $1 billion in assets under advisement, Apexium was founded in 2016 with the merging of Citrin Cooperman Wealth Management and Capstone Wealth Management LLC, and is headquartered in New York City, with additional offices throughout the East Coast. Apexium Financial LP is an affiliate of accounting and consulting firm Citrin Cooperman. apexiumfin.com