Nick McInnis
Analyst-Equity bij Baker Avenue Asset Management LP
Profiel
Mr. Nicholas R.
McInnis is a Senior Portfolio Analyst at Baker Avenue Asset Management LP.
He has responsibility for executing equity and fixed income trades.
Being a member of the Investment Committee, he supports the team on research and analysis.
In addition, he coordinates portfolio implementation and strategy rebalancing with the Wealth Advisory team.
He attended Sonoma State University and graduated Cum Laude with a B.S.
in both Accounting and Finance.
From there, he pursued his MBA at St. Mary’s College of California in Moraga.
He graduated with Honors with a Finance Concentration.
Actieve functies van Nick McInnis
Bedrijven | Functie | Begin |
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Baker Avenue Asset Management LP
Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Analyst-Equity | 01-09-2016 |
Opleiding van Nick McInnis
Sonoma State University | Undergraduate Degree |
St. Mary's College of California | Masters Business Admin |
Ervaring
Beklede functies
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Bedrijven in privébezit | 1 |
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Baker Avenue Asset Management LP
Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Finance |