Nicholas J. Delgado, CRPC, CIMA, CFP®
Principal, Chief Wealth Officer
Nicholas J. Delgado is a co-founder of Dignitas, LLC. Mr. Delgado is responsible for all aspects of client investment and wealth management programs and services at Dignitas.
A former executive and wealth manager at Morgan Stanley and Merrill Lynch, Mr. Delgado is a Chartered Retirement Planning Counselor and Certified Financial Planner™ and was named one of the country’s top financial planners for 2007 and 2008 by the Consumers’ Research Council of America.
Mr. Delgado has developed an extensive network of resources to help clients navigate major asset sales (i.e., privately held businesses, concentrated equity position, private real estate holdings) and asset transfers (i.e., career transitions, retirement, inheritances, divorce and legal settlements). Mr. Delgado is a regular speaker on topics of capital markets asset allocation strategies, corporate and executive retirement and compensation programs, and succession planning for closely held businesses.
Mr. Delgado is currently the Board Chair of the Community Media Workshop, a board member for Little Brothers Friends of the Elderly and a member of Cristo Rey Jesuit High School’s Leadership Advisory Council. Mr. Delgado is a graduate of the University of Michigan.
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