Nick Ravden, CTFA, CEPA

Designations

• Certified Trust and Fiduciary Advisor
• Certified Exit Planning Advisor

Work Experience

• Joined MAI Capital Management in 2025
• Supports multi-generational families and individuals with comprehensive wealth management including investments, trusts and estates, tax, risk management, philanthropic advisory and financial planning
• Advises entrepreneurs through business, life, and wealth transitions, including pre- and post-exit planning
• Began his financial services career in 2000 in institutional fixed income and equity derivatives trading with UBS and Merrill Lynch in New York, overseeing multi billion-dollar portions of those firms’ balance sheets
• Joined Boston Private Bank and Trust Company in 2013 as a Senior Portfolio Manager
• Worked as a Senior Advisor at Bessemer Trust Company, a private family office, until 2024

Life Outside of MAI 

• Actively mentors students from The University of Arizona and USC
• Member, Beverly Hills Estate Planning Council
• Enjoys traveling and being outdoors with his wife and two children

Education

• The University of Arizona, BS in Finance
• The USC Marshall School of Business with concentrations in Finance and Entrepreneurship, MBA