Nathan Cody Nicholas
Mitglied des Investmentausschusses bei Pure Financial Advisors, Inc.
Profil
Mr. Nathan C.
Nicholas, CFA, is a Director of Portfolio Management at Pure Financial Advisors, Inc. He is directly responsible for managing our investment strategies, investment process and analyzing client portfolios.
He is also a member of the Investment Committee and monitors the recommend investment holdings.
He has over ten years of investment experience.
Prior to joining Pure Financial, Mr. Nicholas worked at TD Ameritrade consulting with advisors and developing rebalancing software.
Mr. Nicholas graduated from California State University, Long Beach with a Bachelor of Science in Finance, Real Estate, and Law.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Diego.
Aktive Positionen von Nathan Cody Nicholas
Unternehmen | Position | Beginn |
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Pure Financial Advisors, Inc.
Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Mitglied des Investmentausschusses | 01.02.2015 |
Ausbildung von Nathan Cody Nicholas
The California State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Unternehmensverbindungen
Private Unternehmen | 1 |
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Pure Financial Advisors, Inc.
Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Finance |