Nicholas Klopsis brings more than 30 years of experience in the Financial Services industry to Synergy Wealth Strategies. Since 1983, Nick has been providing operational, analytical, and client-centric support to portfolio management teams and Private Wealth Clients at Neuberger Berman, Bear Stearns, and Merrill Lynch.
Nick is a native New Yorker, originally from Canarsie, Brooklyn. He currently resides in Oakdale, Long Island with Paula, his wife of 30 years, and their three children: Diana, a resident physician; Nick, a journalist; and Peter, a college student. Nick earned his Bachelors of Business Administration from Dowling College and currently serves on the Board of Trustees, Parish Council at St. John 's Greek Orthodox Church in Blue Point, NY.