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John Nickau

Principal and Advisor at Summit Trail Advisors, a CFA® Charterholder and CFP® practitioner based in Chicago.

Aug 4, 2026

9:49
You wanna take that? You led it, so yeah.
9:51
Yeah.
9:51
I'm happy to start off.
9:52
I mean, y- when I joined, I was a client service analyst.
9:55
And my view was, my job is to not only serve our clients in whatever they needed on a day-to-day basis, but I also viewed Peter and the, you know, call it more senior people on the team as, as my client too.
10:07
And you're really just learning the business and how to do things.
10:10
And so, you know, looking back 10 years, I think it's super important because I can still get into Adapar and do things and send a wire if I need to.

8 MINS LATER

18:22
So.

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