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Nick Barnes
Analyst-Equity at
Obermeyer Wood Investment Counsel LLLP
Profile
Mr. Nicholas S.
Barnes, CFA, is an Director of Investments at Obermeyer Wood Investment Counsel LLLP.
He is a dedicated research analyst focusing on multiple industry sectors.
He sits on the Investment Committee, advising and supporting on security selection and portfolio construction.
He began working in the financial services industry in 2013.
Mr. Barnes previously worked at Vantage Investment Partners in Kansas City, Missouri, where he held various roles, including operations specialist, trader, and most recently, investment analyst.
He is a graduate of the University of Kansas, where he earned his BS in finance with a minor in economics.
Nick Barnes active positions
| Companies | Position | Start |
|---|---|---|
Obermeyer Wood Investment Counsel LLLP
 Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood is a long-term investor that focuses primarily on common stocks, both domestic and foreign, and as appropriate, various types of bonds, mutual funds, and ETFs. The firm's investment strategy is based on the well-documented observation that long-term investments in carefully selected common stocks (equity) have provided attractive long-term returns that have exceeded general inflation and fixed-income returns. In addition, Obermeyer Wood will suggest a ratio of equity investments, fixed-income (bonds), and cash that seems appropriate to the client’s individual circumstances and the relative long-term attractiveness of the various asset classes. | Analyst-Equity | 01/04/2021 |
Former positions of Nick Barnes
| Companies | Position | End |
|---|---|---|
Vantage Investment Partners LLC
 Vantage Investment Partners LLC Investment ManagersFinance Vantage specializes in fixed income investment and income producing portfolios. The firm seeks to build long-term strategies that yield comparable market-based returns. They approach all of their investments through a macro-economic process that compares various industry sectors and anticipates changes and trends. | Analyst-Equity | 01/04/2021 |
Training of Nick Barnes
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
8
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vantage Investment Partners LLC
Vantage Investment Partners LLC Investment ManagersFinance Vantage specializes in fixed income investment and income producing portfolios. The firm seeks to build long-term strategies that yield comparable market-based returns. They approach all of their investments through a macro-economic process that compares various industry sectors and anticipates changes and trends. | Finance |
Obermeyer Wood Investment Counsel LLLP
Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood is a long-term investor that focuses primarily on common stocks, both domestic and foreign, and as appropriate, various types of bonds, mutual funds, and ETFs. The firm's investment strategy is based on the well-documented observation that long-term investments in carefully selected common stocks (equity) have provided attractive long-term returns that have exceeded general inflation and fixed-income returns. In addition, Obermeyer Wood will suggest a ratio of equity investments, fixed-income (bonds), and cash that seems appropriate to the client’s individual circumstances and the relative long-term attractiveness of the various asset classes. | Finance |
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