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

Nicholas Newell
Investment Analyst & Trader
MCF Advisors
United States, Ohio, Cincinnati
About Me
Profile Information
Investment Analyst & Trader
MCF Advisors
Investment Team,Trading Team
Investor
RIA/Wealth Manager/Asset Manager
Cincinnati
Ohio
United States
Jan 11, 2025
Keylinks
More profiles to browse
Harrison Dean
Investment Associate
BM
Brittany Manning
Director of Wealth Management Services & Shareholder
RS
Robert Sathe
President, Chairman, Co-Founder and Partner
Mardie Murray
Manager of Wealth Management Services
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation