Nick Cladis

As the owner of Cladis Investment Advisory, LLC, in Billings, Montana, Nick Cladis draws on more than four decades of experience in the financial services industry. He concentrates his practice on portfolio management for business owners and local foundations, as well as high net worth individuals and families. Providing personalized service, Nick Cladis builds solid relationships with each client and creates investment plans structured to accommodate their particular financial goals and tolerance for risk.

Before beginning his career, Nick Cladis attended Montana State University-Billings. He served as student body president during his senior year and graduated with a BS in finance and business. Following several years as a financial advisor for Piper Jaffray and Company, he began an extensive tenure with Paine Webber and its successor firm UBS Financial Services, where he attained a position as a senior vice president of investments. Throughout more than 25 years of his career, Mr. Cladis also handled bond and equity trading for the Montana Board of Investments. He most recently worked as an investment advisor for Capstone Wealth Management.

Actively engaged in the community, Nick Cladis belongs to the Billings Chamber of Commerce and Rotary Club and holds a position on the board of the Mary Alice Fortin Foundation. He has previously acted as president of the Montana Special Olympics and the Deaconess Billings Clinic Foundation. Also a supporter of local arts institutions, he has sponsored exhibitions and educational programming at Yellowstone Art Museum.