Daniel Nicholas Email & Phone Number
Client Portfolio Manager @ Harris Associates
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Daniel Nicholas Location
- Glen Ellyn, IL, US
Daniel Nicholas Work
- 2014 -now Client Portfolio Manager @
- 2012 -now Director, Institutional Sales @
- 2009 -2012 Executive Director, Institutional Equity Sales @
- 2001 -2009 Executive Director, Institutional Equity Sales @
- 1999 -2001 Graduate Student Portfolio Manager and Equity Analyst @ University of Wisconsin Applied Security Analysis Program
- 2000 -2000 Equity Analyst Intern @ T. Rowe Price & Associates
- 1998 -1999 Broker Team Intern @
- 1996 -1997 Intern @ Nicholas Company, Inc
Daniel Nicholas Education
- University of Wisconsin-Madison
Masters of Science Finance (Investments, and Banking)
1995-2001 - University of Wisconsin-Madison
Bachelor of Business Administration (Finance)
1995-1999 - Rockford Guilford
Daniel Nicholas Skills
- Asset Management
- Investments
- Relationship Management
- Financial Research
- Investment Sales
- Alternative Investments
- Equity Research
- Hedge Funds
- Equities
- Series 7
- Valuation
- Asset Allocation
- Series 63
- Investment Strategies
- Bloomberg
- Investment Management
- Equity Valuation
- Capital Markets
- Portfolio Management
- Securities
- Mutual Funds
- Electronic Trading
- Business Analysis
- Microsoft Excel
- Marketing
Daniel Nicholas Summary
- Daniel Nicholas, based in Glen Ellyn, IL, US, is currently a Client Portfolio Manager at Harris | Oakmark. Daniel Nicholas brings experience from previous roles at Harris | Oakmark, Morgan Stanley, UBS and University of Wisconsin Applied Security Analysis Program. Daniel Nicholas holds a 1995 - 2001 Masters of Science Finance in Investments, and Banking @ University of Wisconsin-Madison. With a robust skill set that includes Asset Management, Investments, Relationship Management, Financial Research, Investment Sales and more. Daniel Nicholas has 2 emails and 2 mobile phone numbers on RocketReach.
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