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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

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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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