Thomas Nicholson Email & Phone Number
Director of Family Office Solutions @ asora
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Thomas Nicholson Location
- Philadelphia, PA, US
Thomas Nicholson Work
- 2024 -now Director of Family Office Solutions @
- 2023 -2024 SVP - Sales and Relationship Management @
- 2023 -2023 Senior Product Specialist, Wealth and Family Office Solutions @
- 2020 -2023 Head of Investment Analytics @
- 2018 -2020 Portfolio Analyst, Alternative Investments @ Zunis Investments, LLC (SFO)
- 2017 -2018 Financial Analyst, Global Investment Reporting @
- 2017 -2018 Financial Analyst @ Macquarie Group
- 2015 -2017 Investment Accountant, Institutional Mandates @
- 2015 -2017 Investment Accountant @ Macquarie Group
- 2013 -2014 MBA Internship - Team Lead @ Alltech
Thomas Nicholson Education
- University of Kentucky 2013-2014
- Saint Joseph's University 2008-2013
- Loyola Blakefield 2004-2008
- CFA Institute
- CFA Institute
Thomas Nicholson Skills
- Single-Family Office
- Multi-Family Office
- Portfolio Modeling
- Family Offices
- Wealth Tech
- Alternative Investment Strategies
- Investments
- Alternative Investments
- Wealth Management
- Investment Management
- Investor Relations
- Estate Planning
- Data Modeling
- Private Equity
- Financial Analysis
- Data Analysis
- Accounting
- Financial Reporting
- Finance
- Project Management
- Cash Management
- Data Management
- Financial Modeling
- Investment Strategies
- Asset Allocation
- Bloomberg Terminal
- Tableau
- Microsoft Excel
- Team Leadership
- Client Services
- Asset Reporting
- FP&A
- RFP
- Data Governance
- Portfolio Performance Analysis
- Data Analytics
- Excel Models
- Liquidity Analysis
- Addepar
Thomas Nicholson Summary
- Thomas Nicholson, based in Philadelphia, PA, US, is currently a Director of Family Office Solutions at asora. Thomas Nicholson brings experience from previous roles at STP Investment Services, Attinger LLC and Zunis Investments, LLC (SFO). Thomas Nicholson holds a 2013 - 2014 University of Kentucky. With a robust skill set that includes Single-Family Office, Multi-Family Office, Portfolio Modeling, Family Offices, Wealth Tech and more. Thomas Nicholson has 2 emails and 4 mobile phone numbers on RocketReach.
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