Profilo
Mr. Nicholas T.
Wells, CFA MBA, is a Consumer Analyst at Poplar Forest Capital LLC.
Before joining Poplar Forest in 2017, Mr. Wells spent nearly 10 years working in the financial services industry, including four years as a research associate at The Capital Group covering the retail and consumer finance sectors.
He spent a year in equity research at UBS covering industrial conglomerates, and prior to pursuing his MBA, three years as a fixed income trader at Southwest Securities.
Mr. Wells received a Bachelor in Business Administration, with honors, from Texas Tech University in 2006 and a Master in Business Administration from the New York University Stern School of Business in 2012.
He has held the designation of Chartered Financial Analyst since 2013.
Posizioni attive di Nick Wells
| Società | Posizione | Inizio |
|---|---|---|
Poplar Forest Capital LLC
 Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest Capital LLC (Poplar Forest) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 2007 by J. Dale Harvey II. Poplar Forest provides active investment management to select individual and institutional investors. | Analyst-Equity | 01/01/2017 |
Precedenti posizioni note di Nick Wells
| Società | Posizione | Fine |
|---|---|---|
Hilltop Securities, Inc.
 Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Corporate Officer/Principal | 01/07/2010 |
The Capital Group, Inc. (Virginia)
 The Capital Group, Inc. (Virginia) Investment ManagersFinance The Capital Group, Inc. is a private company based in Troy, VA. The company provides investment advice. | Corporate Officer/Principal | - |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | - |
Formazione di Nick Wells
| Texas Tech University | Undergraduate Degree |
| New York University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Poplar Forest Capital LLC
Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest Capital LLC (Poplar Forest) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 2007 by J. Dale Harvey II. Poplar Forest provides active investment management to select individual and institutional investors. | Finance |
Hilltop Securities, Inc.
Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Finance |
The Capital Group, Inc. (Virginia)
The Capital Group, Inc. (Virginia) Investment ManagersFinance The Capital Group, Inc. is a private company based in Troy, VA. The company provides investment advice. | Finance |
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