Nick Hubert Email & Phone Number
Founding Partner | Senior Family Wealth Advisor @ Panoramic Capital Partners
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Nick Hubert Location
- Portland, OR, US
Nick Hubert Work
- 2024 -now Founding Partner | Senior Family Wealth Advisor @
- 2016 -2024 Vice President | Senior Portfolio Manager | Financial Advisor @
- 2015 -2016 Analyst @
- 2015 -2015 Co-Founder @
- 2014 -2014 Global Investment Banking Summer Analyst @
- 2014 -2014 Due Diligence Intern @ Willamette Angel Conference
- 2013 -2013 Summer Analyst @
- 2013 -2014 President @ University of Oregon Investment Group
- 2012 -2013 Lead Consumer Goods Analyst @ University of Oregon Investment Group
Nick Hubert Education
- University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science (B.S.) (Accounting and Finance, Summa Cum Laude)
2011-2015 - Westside Christian High School
- WHU – Otto Beisheim School of Management
Nick Hubert Skills
- Business Strategy
- Microsoft Excel
- Equity Research
- Entrepreneurship
- Financial Modeling
- Leadership
- Analysis
- PowerPoint
- Microsoft Word
- Management
- Strategy
- Research
- Microsoft Office
- Finance
- DCF
- Banking
- Valuation
- Financial Analysis
- Market Research
- Consulting
Nick Hubert Summary
- Nick Hubert, based in Portland, OR, US, is currently a Founding Partner | Senior Family Wealth Advisor at Panoramic Capital Partners. Nick Hubert brings experience from previous roles at Morgan Stanley, Point B, Oregon Consulting Group and RBC Capital Markets. Nick Hubert holds a 2011 - 2015 Bachelor of Science (B.S.) in Accounting and Finance, Summa Cum Laude @ University of Oregon - Charles H. Lundquist College of Business. With a robust skill set that includes Business Strategy, Microsoft Excel, Equity Research, Entrepreneurship, Financial Modeling and more. Nick Hubert has 3 emails and 1 mobile phone numbers on RocketReach.
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