Nick Rhoads

Areas of Expertise


Nick Rhoads

Trustee & Ex-Officio Board Member

Nick is an accomplished entrepreneur, investor and executive with deep experience building and investing in businesses at an institutional scale. Nick is the Co-Founder and Managing Partner of Heritage Partners Group (“Heritage”), an investment firm focused on acquiring, building and growing private businesses and real estate. The Heritage strategy is characterized in part by a differentiated approach to private investing, partnering exclusively with family capital and utilizing a permanent, flexible approach to timelines, structure and asset monetization. Throughout Nick’s career, he has worked closely with family offices and high-net-worth individuals, and he understands the unique challenges and opportunities that families encounter.

Prior to founding Heritage, Nick worked in the investment banking division at Goldman Sachs, where he advised publicly traded and privately held companies on M&A, equity financing and other strategic initiatives. Previously, Nick held various positions at Fidelity Investments, where he was consistently recognized as a top 1% producer in the firm’s wealth management division and served on various firmwide leadership committees.

Since 2018, Nick has served on the Advisory Board of Family Office Exchange (“FOX”), the world’s premier network for multigenerational family offices. Nick is involved in several charities in New York and in his home state of Virginia and has been a regular guest lecturer at Columbia Business School and at the University of Maryland. He has a B.S. from Virginia Tech and an M.B.A. from Columbia Business School, where he was a Columbia Fellow.