Founder-led wealth management for complex financial lives
Whittier Green is personally led by Nick Hebert, combining financial markets, investment banking, M&A and wealth management experience with a disciplined process for helping clients make better decisions and move them forward
Perspective shaped by markets, transactions and real client decisions
Investment Banking and M&A
Advising and evaluating businesses developed a framework for understanding capital, ownership, valuation, liquidity & long-term value
Financial Markets
Experience in financial markets and trading shaped a practical respect for risk, liquidity, uncertainty and decision-making under pressure
Wealth Management
Working inside the RIA industry reinforced the value of integration, ownership, follow-through and accountability.
Why this work matters to me
I want to use my experience to help you live the life you want. Money is rarely just about money. It is about the retirement you hope to live, the education you want to provide, the trip you’ve always wanted to take, the family you want to provide for.
Whittier Green was built to help see those goals clearly, understand your options and make disciplined decisions that move you closer to the life you are working toward.
Your progress is the point. Your success is what makes the work meaningful
Professional background
Founder & Principal, Whittier Green Wealth Management
Former Director of M&A Partnerships at EP Wealth Management LLC
Prior investment banking experience at Houlihan Lokey and RBC Capital Markets
Financial markets and trading experience at Gelber Group
MBA, NYU Stern School of Business
BS, University of Notre Dame
Work directly with the founder. Schedule an introductory conversation.