Nicholas Sefchok, CFA
Nick is the Managing Partner and Founder of Modern Private Wealth. He brings more than 20 years of consulting experience serving high-net-worth individuals, families, and institutions.
Nick began his career at Wilshire Associates, a leading global investment consulting firm based in Santa Monica, California, where he advised institutional investors on asset allocation, manager selection, and portfolio construction. More recently, Nick served as Managing Partner at The Leavitt Group, one of the nation’s leading privately held insurance brokerages, where he led the firm’s financial services division. His institutional background and forward-thinking perspective form the foundation of Modern Private Wealth’s philosophy — combining traditional values with innovative, client-centered solutions.
Nick earned a Bachelor of Science in Finance, graduating Summa Cum Laude from Juniata College, where he was also a member of the basketball team. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Pittsburgh Society of Financial Analysts.
Nick resides in Mars, Pennsylvania, with his wife, Danielle, and their four children — Cameron, Lyla, Nina, and Willa. Outside of work, he is an avid reader and sports fan, but his greatest passion is spending time with his family and friends.
At Modern Private Wealth
As Managing Partner, Nick leads the strategic direction and long-term vision of Modern Private Wealth, overseeing the firm’s advisory team, investment strategy, and client experience initiatives. He is responsible for ensuring that the firm’s philosophy, processes, and culture remain aligned with its mission of delivering thoughtful, comprehensive wealth planning to complex clients.
Nick works closely with high-net-worth families, business owners, and corporate executives to develop customized strategies that integrate investment management, tax planning, and estate design into a single, cohesive plan.
Nick’s passion is defined by building a purpose-driven culture grounded in high standards, continuous professional development, and meaningful collaboration among team members who share a common vision. This commitment translates into superior outcomes and an exceptional client experience for those served by Modern Private Wealth.
A Note From
Nicholas Sefchok, CFA
"It is not the critic who counts. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly… who at the worst, if he fails, at least fails while daring greatly."
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