![Brian Nick](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Brian C.
Nick is a Managing Director & Head of Portfolio Strategy at NewEdge Wealth LLC.
He develops and manages customized portfolios for NewEdge Wealth clients, conducts due diligence and portfolio reviews, and publishes market and asset allocation research.
He has over twenty years of experience covering the global economy and financial markets.
Prior to joining NewEdge, Mr. Nick served as a Senior Investment Strategist for The Macro Institute following a six-year stint as Chief Investment Strategist for Nuveen, the asset management arm of TIAA, where he steered the firm’s economic and investment views and was charged with communicating those views directly to clients.
Before that, he ran Tactical Asset Allocation for UBS Wealth Management Americas after spending several years as a strategist for Barclays Wealth.
Mr. Nick began his career at the Federal Reserve Bank of New York in the Markets Group, where he helped manage the Fed’s portfolio and monitored European rate and FX markets for the Open Market Desk.
He earned a Bachelor of Arts in Government and Economics from Dartmouth College and a Master of Arts in Economics from New York University.
Brian Nick active positions
| Companies | Position | Start |
|---|---|---|
NewEdge Wealth LLC
 NewEdge Wealth LLC Investment ManagersFinance NewEdge Wealth believes that asset allocation and investor behavior are primary drivers of investment returns. When providing asset allocation advice, the firm assists clients in the review and establishment of an asset allocation plan across a client?s entire portfolio and makes recommendations based on the client?s investment objectives, risk tolerance and market conditions. In the discretionary program, they monitor the client?s portfolio for deviations from the asset allocation plan (within certain agreed upon parameters) and, for assets over which the firm can exercise discretion, may make adjustments to bring the portfolio into conformity the client?s plan. | Portfolio Manager-Equities | 01/06/2024 |
Former positions of Brian Nick
| Companies | Position | End |
|---|---|---|
Trahan Macro Research LLC
 Trahan Macro Research LLC Investment ManagersFinance Provides investment research | Market Strategist | 01/06/2024 |
Training of Brian Nick
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Trahan Macro Research LLC
Trahan Macro Research LLC Investment ManagersFinance Provides investment research | Finance |
NewEdge Wealth LLC
NewEdge Wealth LLC Investment ManagersFinance NewEdge Wealth believes that asset allocation and investor behavior are primary drivers of investment returns. When providing asset allocation advice, the firm assists clients in the review and establishment of an asset allocation plan across a client?s entire portfolio and makes recommendations based on the client?s investment objectives, risk tolerance and market conditions. In the discretionary program, they monitor the client?s portfolio for deviations from the asset allocation plan (within certain agreed upon parameters) and, for assets over which the firm can exercise discretion, may make adjustments to bring the portfolio into conformity the client?s plan. | Finance |
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