Nick Carver

Director of Investment Services

Nick CarverAs a founding member of Legacy in 2004, Nick Carver has over 30 years of investment management experience and has always played a major role in Legacy’s investment process. He is especially interested in modern portfolio theory and developing concepts in personal finance. Nick graduated from the University of Wisconsin – Madison with a bachelor’s degree in philosophy and earned his Juris Doctor (JD) from the University of Wisconsin Law School. He also holds the Chartered Financial Analyst (CFA) designation and was previously president of the CFA Society of Milwaukee.

Nick has been married to his wife, Ruth for 42 years. Together they have 2 adult children and 3 grandchildren. Nick is an avid reader in his free time and enjoys competitive sailing, cycling, and music.

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