Nick Field Email & Phone Number
Principal, Client CIO @ Partners Capital
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Nick Field Location
- Boston, MA, US
Nick Field Work
- Principal, Client CIO @ (March 2026 - Present)
- Director, Ultra High Net Worth Portfolio Strategist, Ultra High Net Worth Advisory Group @ (January 2025 - April 2026)
- Director, Portfolio Strategist, Portfolio Consulting Group @ (February 2024 - January 2025)
- Vice President, Portfolio Strategist, Portfolio Consulting Group @ (September 2020 - February 2024)
- Vice President, Portfolio Analyst, Portfolio Consulting Group @ (January 2019 - September 2020)
- Vice President, Investment Specialist and Client Portfolio Manager, International Equities @ (October 2016 - September 2018)
- Senior Wealth Strategy Associate @ (March 2014 - September 2016)
- Partner @ (August 2012 - May 2016)
- Senior Equity Trader and Discretionary Portfolio Manager @ (September 2007 - April 2012)
- Hedge Funds and Economic Research Intern - Department of Economic and Community Development @ (May 2006 - May 2007)
Nick Field Education
- Yale School of Management
Certified Private Wealth Advisor (CPWA)
2024-2025 - New York University
Certificate (Portfolio Management, Risk Management)
2010-2011 - University of Connecticut
Bachelor of Arts - BA (Economics)
2003-2007
Nick Field Skills
- Sales
- Equities
- Investments
- Trading
- Economics
- Portfolio Management
- Finance
- Financial Modeling
- Investment Management
- Bloomberg
- Financial Analysis
- English
- Proprietary Trading
- Data Analysis
- Valuation
- Corporate Finance
- Wealth Management
- Relationship Management
- Highly resourceful
- Asset Allocation
- Client Relations Skills
- Hedge Funds
- Alternative Investments
- Private Equity
- Microsoft Excel
- Microsoft PowerPoint
- Portfolio Construction
- Multi-asset Class
Nick Field Summary
- Nick Field, based in Boston, MA, US, is currently a Principal, Client CIO at Partners Capital. Nick Field brings experience from previous roles at Merrill Lynch. Nick Field holds a 2024 - 2025 Certified Private Wealth Advisor (CPWA) @ Yale School of Management. With a robust skill set that includes Sales, Equities, Investments, Trading, Economics and more. Nick Field has 2 emails and 2 mobile phone numbers on RocketReach.
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