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Nick Westrick
Directeur van Onderzoek - Eigen Vermogen bij Stewart Capital Advisors LLC
Profiel
Mr. Nicholas J.
Westrick, CFA, is a Director of Research at Stewart Capital Advisors LLC.
He supports equity research and portfolio strategy decisions and works directly with clients to construct and to manage their investment portfolios.
He is the lead analyst for consumer discretionary and technology and often works closely on evaluations of telecommunications companies.
With other members of the Investment Policy and Strategy Committee, his work and decision making contribute to the Firm’s investment strategies.
Prior to joining Stewart Capital Advisors in 2011, Mr. Westrick was employed as a credit analyst for S&T Bank, and he interned with Stewart Capital Advisors while he pursued his finance degree.
He received a bachelor’s degree in finance from Indiana University of Pennsylvania.
He also has a bachelor’s degree in sociology from The Ohio State University.
He holds the Chartered Financial Analyst designation, and he is a member of the CFA Institute and the Pittsburgh Society of Financial Analysts.
He holds an advisory series 65 license.
Actieve functies van Nick Westrick
Bedrijven | Functie | Begin |
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Stewart Capital Advisors LLC
![]() Stewart Capital Advisors LLC Investment ManagersFinance Stewart Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in Indiana, Pennsylvania. The firm was founded in 2005 and is a wholly-owned subsidiary of S&T Bank, which is owned by S&T Bancorp, Inc. (NASDAQ: STBA). SCA manages assets for public funds, ERISA plans, corporations, endowments, and other sub-advised accounts. | Directeur van Onderzoek - Eigen Vermogen | 01-01-2023 |
Eerdere bekende functies van Nick Westrick
Bedrijven | Functie | Einde |
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S&T Bank
![]() S&T Bank Regional BanksFinance S&T Bank provides financial services to families and businesses. It offers mortgage loans, student banking, insurance and checking services. The company was founded in 1902 and is headquartered in Indiana, PA. | Corporate Officer/Principal | - |
Opleiding van Nick Westrick
Indiana University of Pennsylvania | Undergraduate Degree |
The Ohio State University | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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Stewart Capital Advisors LLC
![]() Stewart Capital Advisors LLC Investment ManagersFinance Stewart Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in Indiana, Pennsylvania. The firm was founded in 2005 and is a wholly-owned subsidiary of S&T Bank, which is owned by S&T Bancorp, Inc. (NASDAQ: STBA). SCA manages assets for public funds, ERISA plans, corporations, endowments, and other sub-advised accounts. | Finance |
S&T Bank
![]() S&T Bank Regional BanksFinance S&T Bank provides financial services to families and businesses. It offers mortgage loans, student banking, insurance and checking services. The company was founded in 1902 and is headquartered in Indiana, PA. | Finance |