Nick is an Operations Specialist/Junior Trader & Analyst for Vantage Investment Partners. He monitors portfolio allocations for compliance, executes equity and fixed income trades, and performs other various operational tasks required to serve clients. Prior to joining Vantage, Nick completed an Equity Research Summer Internship covering the IT Services sector for Avondale Partners, LLC. While pursuing his undergraduate degree, Nick was a Mutual Funds/Corporate Securities Representative at Boston Financial Data Services.
Nick graduated from the University of Kansas where he majored in Business Finance and minored in Economics. Nick has his Series 65 securities license and is a member of the CFA Institute. Nick is a CFA Charterholder.