Nick Bowman

Background

About Nick Bowman

Nick is proud to have been The Company of Dad’s Lead Dad of the week and interviewed by WorkLife on his new role as the lead parent. Prior to this he spent 16 years in investment management and private banking. Nick is a member of Rosarian Academy’s Investment Committee (2022-present) and the Dandie Dinmont Terrier Club of America’s Investment Advisory Committee (2025-present), and manages a brand photoshoot location and vacation property. Highlights: Nick started working in London, UK, in 2005, where he held the Chartered Institute of Securities and Investments' certificates in Regulations, Securities, and Derivatives, the Private Client Investment Advice and Management exam, and achieved the Chartered Wealth Manager professional designation. He completed Credit Suisse Group's 18-month Global Train to Relationship Manager program with the global high score. As a consultant, he was seconded to UK Regulator the Financial Conduct Authority. After moving to Palm Beach, FL, in 2014, Nick achieved the Series 7, Series 66, and 215 Health and Life and Annuity (incl. Variable Contracts) licenses, held leadership roles at local, regional, and national levels, and led award-winning industry-leading banking teams. He completed The Wharton School of The University of Pennsylvania and First Republic Bank Leadership Development Program, was an Agent of Change and Private Client Interdepartmental Advisory Board Member at Bernstein, and Agent of Change, Continuous Process Improvement Advisory Committee Member, and Florida Leadership Development Program managing member at First Republic Bank. Since 2022, Nick has been enjoying spending more time with his three young daughters, supporting his wife, and being active in real estate with the purchase, renovation, and management of The Guesthouse 325 - a 1950s cottage in West Palm Beach. Clients have included Tuckernuck, Roller Rabbit, World of Omika, and Pioneer Linens. Coming soon in Flower Magazine. While earning his Bachelor’s of Science in Accounting (International), University of Hull, UK, Nick spent an additional year of business school at Group Ecole Supérieure de Commerce et de Management (ESCEM), Poitiers, France. Passionate about football (soccer), Nick passed the US Soccer Federation’s F License and National Federation of State High School Associations’ Fundamentals of Coaching certificate. Nick also achieved Allied Business School’s Property Management certificate. Links: https://thecompanyofdads.com/nick-bowman/ and