Passive Capital Management Welcomes Melaney Nicholls as an Investment Advisor

Industry: Financial Services

Melaney Nicholls is joining the investment team at Passive Capital Management.

Baltimore, MD (PRUnderground) April 3rd, 2024

Passive Capital Management (PCM) is thrilled to welcome Melaney Nicholls to its growing investment team. Melaney joins us with her extensive experience in client relations and financial planning.

“The team at PCM is grateful to have Melaney join us. Her background in client relations and investment management will expand our team’s capabilities and increase our client services for our individual and institutional clients,” said Jake Asplundh, CFP, co-owner of PCM.

Melaney joins us from “Harbor Investment Advisory” (HIA), where her leadership journey helped transform her into a versatile professional highly regarded for simplifying client engagement. Additionally, her mandate of responsibility supported the growth of the Ward Halleron Group. Clients often cited her patience, focus, and proactive communication to make every interaction easier.

She earned a degree in Business Management from Towson University and is SIE, Series 7, and 66 certified. Melaney excelled as a Division I Volleyball player and coach, embodying a commitment to excellence on and off the court. She will service the Baltimore office as an Investment Advisor and looks forward to actively contributing to the success of PCM and our clients.

About Passive Capital Management, LLC

Passive Capital Management, LLC (PCM) is a fee-only Registered Investment Advisor (RIA) established in 2007 by Jonathan Farber and Scott Reinhardt, CFA. We are committed to our fiduciary duty and strive to maximize our client’s investment success. With offices in Baltimore, MD, and Syracuse, NY, PCM focuses on customer service and investment advice that improves client outcomes and helps to ensure their financial well-being over the long term.

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Name
Jake Asplundh, CFP®
Phone
443.275.2703
Email
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https://passivecapital.com/

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