Daniel Nicholas Location

Glen Ellyn, IL, US

Daniel Nicholas Work

  • 2001 - 2009 Executive Director, Institutional Equity Sales @ UBS Group AG
  • 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 @ Merrill Lynch
  • 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

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 3 emails and 2 mobile phone numbers on RocketReach.

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