Nicholas Hogrefe, CFA

CFA®, CFP® Director of Portfolio Management

Glastonbury, Connecticut, United States

About

Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, Gottfried & Somberg Wealth Management, LLC PO Box 776 340 Hebron Avenue Glastonbury, CT 06033 ● (860) 430-9104, ext. 213. This communication is strictly intended for individuals residing in the states of CT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Experience

  • Gottfried & Somberg Wealth Management (15 yrs 1 mo)
    • Director of Portfolio Management
      Feb 2025 - Present · 1 yr 5 mos

    • Senior Investment Analyst
      Jan 2022 - Present · 4 yrs 6 mos

    • Senior Research Analyst
      Aug 2018 - Present · 7 yrs 11 mos

  • Finanical Representative at Northwestern Mutual
    Dec 2009 - Feb 2011 · 1 yr 3 mos