Senior Investment Analyst
As Senior Investment Analyst for QBI, Nick works on quantitative and fundamental models that support the QBI investment strategies, focusing on portfolio composition and risk management processes to add value for partner firms.
Nick joined QBI Financial in April 2017. Nick has a background in utilizing a variety of corporate valuation and affordability techniques, working directly with CEOs and CFOs to develop and execute corporate strategies. Prior to QBI, Nick was an Associate in the M&A Group of Wells Fargo Securities. Nick began his investment career as an Analyst at J.P. Morgan Private Bank. Nick graduated Cum Laude with a BS in Finance from Wake Forest University and earned his MBA from the Darden Graduate School of Business at the University of Virginia.
A native of Charlotte, in his free time Nick enjoys fly fishing in the North Carolina Mountains and playing golf.
GETTING TO KNOW NICK
If Nick could meet anyone, past or present, it would be…: Buffett…either Warren or Jimmy
Favorite book: “A Short History of Nearly Everything” by Bill Bryson
Something on Nick’s bucket list: Sail around the world at least once