CoverProfile

Nicholas Newell

Investment Analyst & Trader

MCF Advisors

United States, Ohio, Cincinnati

About Me

Nicholas is an Investment Analyst and Trader that joined MCF in 2017. As part of the Investment Management Department, he is responsible for rebalancing and strategy implementation for institutional and wealth management client portfolios. He also performs portfolio and investment research, including asset allocation, due diligence, security selection, and risk management. He comprises part of the Executive Investment Committee which is responsible for MCF’s investment outlook and investment program. Nick is a CFA Charter holder and FRM® (Financial Risk Manager). In 2022, earned his Chartered Alternative Investment Analyst (CAIA) certification. He graduated from the University of Cincinna

View more

Profile Information

Investment Analyst & Trader

MCF Advisors

Investment Team,Trading Team

Investor

RIA/Wealth Manager/Asset Manager

Cincinnati

Ohio

United States

Jan 11, 2025

More profiles to browse

Profile Photo
Mardie Murray
Manager of Wealth Management Services
HN
Hunter Nighbert
Financial Advisor, Investment Advisor Representative & Retirement Planning Specialist, Shareholder
BM
Brittany Manning
Director of Wealth Management Services & Shareholder
KK
Kristopher Kellinghaus
Director of Investments, Chief Investment Officer

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PG
Patricia Gee
Operations
Manhattan Family Office
PM
Prtima MISHRA1
Software Engineer
PA TEST