STRATOS
John Nichol, MBA, CFA has over 35 years of experience in the financial industry. John currently serves as the Chief Investment Officer and Portfolio Manager at Stratos Wealth Partners - Fundamentum Investment Management, where they are responsible for maintaining an understanding of investment directives and executing improvements. Prior to this, they worked as a Wealth Management Officer and Investment Portfolio Manager at Equity Bank, leading investment relationships within the bank's Trust and Wealth Management Division.
Before joining Equity Bank, John held a senior-level role at Federated Hermes, where they served as the Senior Vice President and Senior Portfolio Manager. In this role, they oversaw a growth-income team and managed asset allocation and equity funds at a global level. John also worked as a Portfolio Manager at the Public Employee's Retirement System of Ohio, where they directed a team of analysts and oversaw performance appraisals.
John's early career included a role as a Certified Federal Thrift Regulator at the U.S. Department of the Treasury, where they led teams in overseeing examinations of savings and loan institutions. John evaluated institutions' capital, asset portfolios, reserves, and financial operations for profitability, soundness, and safety.
Overall, John has a wealth of experience in investment management, portfolio management, and financial regulation, making him a seasoned professional in the financial industry.
John Nichol has a Master of Business Administration (MBA) degree in Finance and Financial Management Services from The Ohio State University Fisher College of Business. John was also recognized as a Weidler Scholar, ranking in the top 15 of their MBA class. Prior to their MBA, John completed a Bachelor of Science (BS) in Finance and Economics at The Ohio State University. John has also obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute.
STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 75 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. For a list of states in which we are registered to do business, please visit www.stratoswealth.com