Profilo
Mr. Nicholas J.
Thurwanger, CFA, is a Founder & Chief Investment Officer at Eagle Bluffs Wealth Management LLC.
He is passionate about helping people build paths to their dreams through prudent, independent financial analysis, financial planning, investment/portfolio management, and financial education.
He has over 15 years of experience managing investments with a very strong track record of performance.
Before founding Eagle Bluffs Wealth Management, he was the Chief Investment Officer for a regional bank’s Wealth Management department in Columbia, MO for over 8 years.
During his tenure, the department grew from under $350 million in assets to over $850 million in assets and over 700 relationships.
Prior to holding that position, he was a Portfolio Manager at one of the largest global wealth managers while he lived in Los Angeles for over 6 years, where he served a dual role: managing his client’s portfolios and the client relationships as a whole.
He earned his Bachelor of Science degree in Chemical Engineering with a minor in business from Iowa State University in 2004; he also studied at the University of Newcastle in Newcastle, New South Wales, Australia in 2003.
He received the Chartered Financial Analyst designation.
Posizioni attive di Nick Thurwanger
| Società | Posizione | Inizio |
|---|---|---|
Eagle Bluffs Wealth Management LLC
Eagle Bluffs Wealth Management LLC Investment ManagersFinance Eagle Bluffs is a long-term focused investor and primarily invests in assets they believe to be undervalued by the markets at this time, but over time the markets will allow additional value to pick up. The firm employs a top down-approach first in selecting areas to invest in at a high level. Once those specific areas are identified, Eagle Bluffs employs a bottom-up approach to select the specific assets that they believe will help best meet the client’s needs. The firm constructs investment portfolios utilizing exchange-listed equity securities, or exchange-traded funds (ETFs), active mutual funds, passive mutual funds, individual bonds, and other types of investment, as appropriate for the client. | Amministratore Delegato | 01/10/2019 |
Precedenti posizioni note di Nick Thurwanger
| Società | Posizione | Fine |
|---|---|---|
Landmark Bank (Investment Management)
Landmark Bank (Investment Management) Investment ManagersFinance Provides investment advice | Direttore degli Investimenti | 01/10/2019 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Landmark Bank (Investment Management)
Landmark Bank (Investment Management) Investment ManagersFinance Provides investment advice | Finance |
Eagle Bluffs Wealth Management LLC
Eagle Bluffs Wealth Management LLC Investment ManagersFinance Eagle Bluffs is a long-term focused investor and primarily invests in assets they believe to be undervalued by the markets at this time, but over time the markets will allow additional value to pick up. The firm employs a top down-approach first in selecting areas to invest in at a high level. Once those specific areas are identified, Eagle Bluffs employs a bottom-up approach to select the specific assets that they believe will help best meet the client’s needs. The firm constructs investment portfolios utilizing exchange-listed equity securities, or exchange-traded funds (ETFs), active mutual funds, passive mutual funds, individual bonds, and other types of investment, as appropriate for the client. | Finance |
















