Meet the Nucleus Team

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It is our pleasure to introduce you to Nucleus Advisors. Nucleus is a firm where what really matters meets what really works.

We have a simple mission: to be with you and to be unignorable.

We measure everything. We rarely give ourselves more than a “meets expectations.” A habit that keeps us humble. And curious. It also builds competence and helps us acquire wisdom.

Others grade Nucleus among the best of the best and give us accolades.* We are pleased when we see that happen.



But we keep our focus on you—what truly matters to you and your family. Of course, we do not stop there because if we did we might be ignored when it counts most.

So, we keep leaning into our depth, curiosity, competency and wisdom to think about more. More for your future. More for your family.

Sincerely,
The Nucleus Team

Jordan Waxman

Founder and Managing Partner

Jordan Waxman is the Managing Partner of Nucleus Advisors, a private wealth planning and management firm. He is also Managing Partner of Nucleus Sports and Entertainment, a company catering to the planning needs of entertainers and athletes. Jordan, a life-long learner is currently pursuing his LL.M. degree in Entertainment, Arts and Sports Law at the University of Miami—earning another difference-making graduate degree.

Jordan has been ranked among the top 100 financial advisors for several years by Forbes Shook, Barron’s, the FT and other publications.*

Jordan serves on the Board of Directors of Hightower Advisors, a national registered investment advisory firm. He is President of the Board of Friends of McGill, and is a Director of the Faculty Advisory Board of McGill Law, the Regional Advisory Board of McGill and the University’s Leadership Council.

Previously, Mr. Waxman was a Senior Vice President of Investments at Merrill Lynch and prior a Vice President at Goldman Sachs. He is also a former Professor of Law at McGill University.

Mr. Waxman holds a Bachelor of Arts and JD and B.C.L. degrees from McGill and received an MBA from the University of Chicago. Jordan is also NFLPA Registered.

Jordan resides in South Florida with his wife Caren, a designer and life coach for many. There is nothing on earth they would rather do than share their love, time and energy with their three amazing, talented young adult children. Of course, they prefer to do that in Hawaii watching the Kona Orange sunsets and cooking dinner together—after one of Jordan’s long ocean swims.



* Barron’s Ranking: 2020 Top 50 Private Wealth Management Teams. 2020 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #59 America’s Top Wealth Advisors and Best-in-State Wealth Advisors (#10 New York).

Richard Steinberg

Founder, Managing Director and Partner

Richard and Jordan joined Hightower in March 2012 after 10 years with the Private Banking and Investment Group at Merrill Lynch. Previously, Richard worked for 16 years with Goldman Sachs, 13 of those years as a wealth manager (where he met Jordan) and 3 years as an equity research associate.

Richard is the senior investment strategist of Nucleus, overlaying macroeconomic and capital markets perspectives on the qualitative and quantitative work of the team. His direct responsibilities include managing high-grade, tax-exempt fixed income portfolios for domestic clients, as well as analyzing and recommending alternative investments.

Richard began his career in 1986 in the Equity Research Department of Goldman Sachs, covering healthcare companies and non-bank financial institutions. Prior to that, Richard graduated Summa Cum Laude and Phi Beta Kappa with a B.S. from Syracuse University with a concentration in finance and corporate law. He was named a Five Star Professional Wealth Manager as featured in New York Magazine for 2014, 2015, 2016 and 2017.* Richard has also been named as part of the Financial Times Top 300 Teams in 2014, 2015, 2016 and 2017.

Richard and his wife, Kathy, live in Tenafly, NJ and have two amazing sons—one a professional ballet dancer and the other a student at Montana State University. If you ever happened to run into Rich exploring an old Lighthouse in Maine or Massachusetts, you will see why he also holds a position on the Board of Directors for the International League of Conservation Photographers (ILCP).



* Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.

Greg Thorson

Head of Practice and Business Strategy

Greg Thorson has been the Head of Practice and Business Strategy for Nucleus Advisors since the beginning of 2020. As part of his role, Greg chairs our Strategic Direction Group and the Business Decision Group—essential leadership groups that serve to optimally connect the dots between your needs as a client and our disciplines as a nationally recognized advisory firm.*

Since Greg was a partner at Accenture, he has been on a quest to connect brands with purpose and results, while nurturing and supporting environments that truly prepare all employees for the future. At Nucleus, he found the perfect match for this quest and fit for his experience as a strategist and transformational architect. Greg is the visionary behind many of Nucleus’ client experience and organizational and team learning frameworks. He is accountable for combing technology, strategy, systems thinking, innovation, experience design, and creativity to keep transforming the way Nucleus works, learns and connects with our industry, clients and Nucleotides.

What drives Greg’s work at Nucleus comes down to creating and executing a more responsive, attuned culture and business operating system and knowing that Nucleus is committed to championing and supporting all our Nucleotides—as they lean into their humble efficacy and patience to be change agents deeply committed to the support and service of others.

Greg embodies Nucleus’s mindset to be with you, our clients, our industry, and our amazing Nucleotides—championing Withness™ and architecting deeper and more meaningful connections with the communities we touch and have come to love so deeply.



* Barron’s Ranking: 2020 Top 50 Private Wealth Management Teams. 2020 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #59 America’s Top Wealth Advisors and Best-in-State Wealth Advisors (#10 New York).

Candice Kakar

Managing Director

Candice oversees the business operations for Nucleus Advisors and is the co-leader of Nucleus’ Business Decision Group. As such, she and Alex are accountable for nurturing a culture characterized by openness, inclusion, productive dialogue, and learning. Nucleus is keenly focused on developing next generation leaders and the BDG is the steward of Nucleus’ talent development process.

In addition, Candice is the leader of our client service team, delivering customized solutions tailored to our clients’ unique lifestyles and financial needs. Candice is dedicated to providing high-touch, responsive communication to help our clients navigate and simplify the complexities of wealth.

In March 2012, Candice led the transition to Hightower — which moved Nucleus Advisors’ (formerly HSW Advisors) business from Merrill Lynch. This was an initiative that Candice was suited for, having started her career with Nucleus Advisors in June 2008, as a Registered Client Associate at Merrill Lynch’s Private Banking & Investment Group. Prior to that, Candice completed two consecutive internships with Nucleus Advisors as a summer analyst at Merrill Lynch.

Candice graduated from the University of Massachusetts at Amherst with a B.S. in Finance and holds Series 7 and 66 licenses. While at UMass-Amherst, Candice was a business consultant for three years and provided operational, financial and organizational consulting to a sustainable, vegetarian student-run café.

Candice and her husband Jared are active members of the Hoboken Sailing Club and earned their Royal Yachting Association Day Skipper Certificate and International Certificate for Operators of Pleasure Craft (ICC) in Newport, RI. She also enjoys surfing, hiking, snowboarding, travel and cooking.

Peter Byrne

Managing Director, Partner

Peter joined Hightower in January 2015 after 10 years with the Global Wealth Management division at Merrill Lynch where Peter served as both a foreign currency trading manager and as a Financial Advisor. Previously, he worked with Lloyds Bank of London in Toronto and Chicago, CIBC World Markets in London, and Bank of Bermuda in Hamilton, Bermuda and Luxembourg.

In addition to Peter’s employment in London, Peter also worked as a Director for Citigroup Capital Markets in New York. Peter draws on over 30 years’ experience in global financial markets. His specialty is in foreign currency exchange (FX) markets and wealth management with a concentration in complex portfolio planning.
A native of Toronto, Peter graduated with an MBA from the University of Windsor, Ontario with a concentration in Finance and Economics. Prior to business school, Peter graduated with a B.A.in Economics from the University of Western Ontario. At UWO, Peter was a member of the Western Mustangs Hockey Team. He remains passionate about hockey and athletics at large.

Peter splits his time between New York and Eau Claire, Wisconsin. Peter and his wife, Kari, have two wonderful sons — both of which enjoy hockey and love athletics as much as Peter, but are already much better players than Peter ever was!

Eric Wilson

Managing Director, Partner

Eric joined Nucleus Advisors in 2019, bringing with him over 15 years of experience in the insurance industry. Prior to helping clients identify and invest in the proper insurance protection for their families, Eric made his mark in themusic industry — as an agent.

Drawing upon his days at Syracuse University, where he spearheaded their Music Industry Program, Eric also applied his studies in Finance and Marketing to this venture. Having represented some of the most talented and celebrated artists on the Hip-Hop scene, Eric left the industry on a high note.

Passionate about people, music, football, boats, golf and watches, Eric realizes the importance of working with his clients on ensuring that they can properly safeguard their families and assets. This passion to protect and help people drives Eric to foster meaningful relationships with his clients. Indeed, he often teaches, coaches and mentors them, enabling them to create their own map, designed to lead to their desired financial destination through carefully selected insurance vehicles.

Eric resides in Greenwich, CT with his wife Christina and daughter. Eric has two sons, one who recently graduated from SUNY Binghamton, and the other who currently attends Binghamton.

Alexander Bass

Managing Director

Alex contributes to Nucleus in two essential competencies — as the head of Nucleus’ Investment Committee and a Co-Leader of our Business Decision Group. His depth in investing know how and his passion for developing next generation leaders keeps Alex as energized about leading others as he is about designing financial plans.

Prior to joining Hightower, Alex spent eight years with Merrill Lynch Private Banking and Investment Group. He worked closely with the Senior Partners on the Private Banking team in determining portfolio structure and presenting investment recommendations to clients. In addition, he conducted investment and portfolio analysis and was responsible for investment due diligence on third-party money managers, with a particular focus on alternative investments.

He is a graduate of the University of Rochester with a BA in Economics. Alex holds several professional designations, including Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary®.

Alex is also a member of the Chartered Alternative Investment Analyst Association® and as part of HSW Advisors, was named as part of the Financial Times Top 300 Teams in 2014, 2015 and 2016.

Alex enjoys outdoor sports and is a member of the Hudson Valley Orienteering club. He lives with his wife and son in Brooklyn, NY.