Vice President | Senior Portfolio Manager | Financial Advisor @ (July 2016 - May 2024)
Analyst @ (June 2015 - June 2016)
Co-Founder @ (January 2015 - June 2015)
Global Investment Banking Summer Analyst @ (June 2014 - August 2014)
Due Diligence Intern @ Willamette Angel Conference (March 2014 - May 2014)
Summer Analyst @ (June 2013 - August 2013)
President @ University of Oregon Investment Group (May 2013 - June 2014)
Lead Consumer Goods Analyst @ University of Oregon Investment Group (March 2012 - May 2013)
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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