Nicholas H. Piselli

CFA®

Investment Research Analyst

13801 Reese Boulevard West, Suite 155 Huntersville , NC 28078
704.659.7810

Nicholas “Nick” Piselli serves as an investment research analyst at our Huntersville, North Carolina, office. He began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.

Bringing a disciplined research approach centered on long-term value creation, Nick concentrates on idea generation for portfolio managers, using fundamentally driven analysis to evaluate businesses based on shareholder returns and sustainable cash flow. His work blends qualitative insights with rigorous quantitative review to support Savant’s internally managed investment strategies. In addition, he plays a key role in supporting custom options strategies for high-net-worth clients, with the goal of helping reduce risk tied to concentrated positions while maintaining portfolio flexibility over time.

A Chartered Financial Analyst® (CFA®), Nick began his career in the financial industry at Exencial, where early mentorship shaped his perspective on valuation and long-term investing. His progression from intern to full-time analyst reflects a strong commitment to continuous learning and client-focused outcomes.

Nick earned a bachelor’s degree in economics from Colgate University in Hamilton, New York, and remains active with the CFA Society of New York. He also stays involved in his community through local lacrosse, both coaching and playing. An avid reader and dedicated Carolina Panthers fan, Nick values time spent with his family, especially his parents and his brother, Matt.


Education &
Designations

  • Colgate University
    Bachelor of Arts in Economics
  • Chartered Financial Analyst® (CFA®)

Affiliations &
Community Service

  • CFA Society of New York – member

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