Sage Advisory
Nicholas Barnard is an Associate at Sage Advisory since December 2020, with prior internship experience at DHK Financial Advisors, Highfields Capital, and Cross Insurance. During the internship at DHK Financial Advisors, Nicholas created and updated portfolio performance reports while ensuring accurate calculations of returns. At Highfields Capital, tasks included reviewing investor Form K-1 and assisting with fund audit deliverables. At Cross Insurance, responsibilities encompassed analyzing financial statements, processing invoices, and contributing to marketing efforts. Nicholas holds a Bachelor’s Degree in Finance and Entrepreneurial Studies from the University of New Hampshire and a degree in Hispanic and Latin American Languages from Universitat de Barcelona.
Sage Advisory
Sage is an independent investment management firm headquartered in Austin, Texas, that serves the institutional and private client marketplace with traditional fixed income asset management, ESG-integrated portfolios, global tactical ETF strategies and liability-driven investment solutions. *Sage does not approve or endorse any third-party communications on this site.