2020 -2022 Co-Owner and Chief Investment Officer @
2020 -2022 Executive Vice President and Chief Investment Officer at L.R. Webber and Associates @
2022 -now Investment Advisor @
2016 -2020 President @ The JJAN Financial Group, Inc.
2007 -2016 Vice President @
2007 -2011 Associate @
2011 -2011 Associate Research Analyst @
2007 -2007 Financial Analyst II @
2005 -2005 Intern for Congressman Bill Shuster @
Nicholas Sefchok Education
Juniata College
B.S. (Finance)
2002-2006
Juniata College
Bachelor of Arts (B.A.) (Finance)
2002-2006
Nicholas Sefchok Skills
Alternative Investments
Cash Flow
Economics
Bonds
Fixed Income
DCF
Mergers
LBO
Valuation
Portfolio Management
Financial Modeling
Capital Markets
Derivatives
Forecasting
Investments
Bloomberg
Finance
Institutional Investments
Chartered Financial
Asset Allocation
Investment Advisory
Fund of Funds
Financial Services
Equities
Mutual Funds
Equity Research
Securities
Investment Strategies
Business Valuation
Risk Management
Asset Management
Financial Analysis
Pension Funds
Private Equity
Due Diligence
Research
Venture Capital
Analysis
Institutional
Hedge Funds
Investment Management
Chartered Financial Analyst
Nicholas Sefchok Summary
Nicholas Sefchok, based in Altoona, PA, US, is currently a Managing Co-Owner at Webber Advisors. Nicholas Sefchok brings experience from previous roles at Webber Advisors, Cambridge Investment Research, Inc. and The JJAN Financial Group, Inc.. Nicholas Sefchok holds a 2002 - 2006 B.S. in Finance @ Juniata College. With a robust skill set that includes Alternative Investments, Cash Flow, Economics, Bonds, Fixed Income and more. Nicholas Sefchok has 1 emails and 2 mobile phone numbers on RocketReach.
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