Profilo
Mr. Nick Burwell is a Portfolio Manager at Cabot Wealth Management, Inc. He is solely responsible for buy-and-sell decisions, portfolio construction and risk management for Cabot’s Core Fixed Income, Income Growth and High Income bond strategies.
Prior to joining Cabot, he began his career in 2005 at ICC Capital Management in Orlando, Florida, co-managing more than $500 million of fixed income assets comprised mainly of defined benefit pension plans.
He also managed the firm’s credit opportunities strategy.
He earned his Bachelors in Finance from Stetson University where he was a merit scholar of the Roland George Investment Program, a student-directed real portfolio of stocks and bonds.
Precedenti posizioni note di Nick Burwell
| Società | Posizione | Fine |
|---|---|---|
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Portfolio Manager-Fixed Income | 01/01/2020 |
ICC Capital Management, Inc.
 ICC Capital Management, Inc. Investment ManagersFinance ICC Capital Management, Inc. is a registered investment advisor headquartered in Orlando, Florida. The firm was formed in 1995 when the owners separated from their prior organization, The Investment Counsel Co. ICC Capital is now a subsidiary of Highland Capital Management which acquired the firm in 2015. Their ultimate parent is Argent Financial Group. ICC Capital provides investment advisory services on a discretionary and non-discretionary basis for individuals, trust, foundations, corporations, pensions and/or profit sharing programs. | Analyst-Equity | 04/06/2009 |
Formazione di Nick Burwell
| Stetson University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
ICC Capital Management, Inc.
ICC Capital Management, Inc. Investment ManagersFinance ICC Capital Management, Inc. is a registered investment advisor headquartered in Orlando, Florida. The firm was formed in 1995 when the owners separated from their prior organization, The Investment Counsel Co. ICC Capital is now a subsidiary of Highland Capital Management which acquired the firm in 2015. Their ultimate parent is Argent Financial Group. ICC Capital provides investment advisory services on a discretionary and non-discretionary basis for individuals, trust, foundations, corporations, pensions and/or profit sharing programs. | Finance |
Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Finance |
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