At BakerAvenue, Nick has responsibility for executing equity and fixed income trades. Being a member of the Investment Committee, he supports the team on research and analysis. In addition, he coordinates portfolio implementation and strategy rebalancing with the Wealth Advisory team.
Nick grew up in Sonoma County where he attended Sonoma State University and graduated Cum Laude with a B.S. in both Accounting and Finance. From there, he pursued his MBA at St. Mary’s College of California in Moraga. He graduated with Honors with a Finance Concentration. Nick is a Level II candidate in the CFA Program.
View in org chart
View in org chart
Current role
Senior Portfolio Analyst at Kessler Topaz Meltzer & Check
Senior Portfolio Analyst at الرائــــــدة Alraedah
Senior Portfolio Analyst at Warburg Pincus
Senior Portfolio Analyst at Alektum Group
Senior Portfolio Analyst at University of Wisconsin System