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
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