Our Team

Nick is President and Founder of Broadstreet Family Office where he leads a team advising high-net-worth families, individuals, and business owners on wealth management strategies and oversees the firm's operations. Before founding Broadstreet, Nick held several executive roles at large wealth managers, research firms, and broker-dealers.  

Previously, he was responsible for operations at large organizations that serviced alternative investment firms. He began his career, as Vice President of Investment Banking for Equity, Fixed Income, and Prime Brokerage trading at JP Morgan Chase.

He has been an innovative leader in investment management technology for over a decade. Nick’s experience leading teams to design, build, and implement seamless client experiences and sophisticated financial planning technologies gives him a deep understanding of our clients and planners.

Paul is Chief Investment Officer and Sub-Advisor at Broadstreet Global Advisors. He specializes in crafting investment solutions that align with evolving market dynamics and client objectives, ensuring a comprehensive financial growth and retention trajectory. This holistic approach seamlessly blends the strengths of both active and passive investment strategies.

Before Broadstreet, Paul held a myriad of investment management positions at Warshaw Captial, Padovani Asset Management, Barnum Financial Group, and Morgan Stanley. He began his career as a financial advisor at Merrill Lynch and Wealth Manager at Wachovia Securities.

His robust background extends to the intricate realms of Private Equity and Alternative Investments, where he delves into opportunities that traditional markets often overlook. This combination of methodologies enables him to uncover unique value propositions, providing clients with diversified portfolios that balance growth potential with risk mitigation.

Debinder is an Investment Advisor at Broadstreet Family Office where he serves as a specialist focused on the financial well-being of high-net-worth families, individuals, and business owners. He also collaborates with advisors within the firm on broader wealth management strategies, including tax planning and estate planning.

Prior to Broadstreet, he was a financial advisor at Ameriprise and Benchmark Investments focused on a myriad of wealth management strategies including sustainable and responsible Investing, wealth preservation, investment management, retirement plan distribution, retirement planning, retirement income, business retirement, and estate planning.

Leveraging over 10 years of investment experience, Debinder is well-equipped to understand and serve our clients' needs.

Paul is an Investment Manager and a CFP® at Broadstreet Family Office serving as a trusted advisor to high-net-worth families, individuals, and business owners on their financial well-being for generations to come. He works with clients to create comprehensive financial plans and investment portfolios.

Before Broadstreet, Paul was a financial advisor at VALIC specializing in financial planning for pre-retirees and retirees.

With over a decade of experience, Paul is positioned as a subject matter expert for our high-net-worth families, individuals, and business owners. 
 

Mark is an Investment Manager at Broadstreet Global Adivsors.

Before Broadstreet he founded Innovative Investment Management working hand-in-hand with high-net-worth families to create customized portfolios.

Prior to Innovative Investment Management, he was President of Sandlapper Wealth Management, guiding the company in managing investments and finances for high-net-worth clients. He began his career as a stockbroker at Bear Stearns and soon transitioned to Financial Advisor at several firms including Paine Weber and American Frontier Financial Corporation.

With more than 30 years of experience helping clients build and maintain their wealth, he specializes in working with high-net-worth families and individuals.

Hailey is an Executive Assistant at Broadstreet Family Office. She has worked with the Broadstreet team since our inception in February 2023. She prioritizes the needs and issues of clients, keeps the executive’s schedules on track, and plans and arranges all communications on behalf of our advisors. Hailey is crucial to the success of our team and clients.