Nichols W. Caldwell, CFA
Manager, Institutional Markets
Nick is responsible for institutional consultant and client relationships. He is also an investment analyst contributing to equity portfolio strategies in multiple sectors and a member of the Investment Committee. In addition, Nick supports the development and implementation of the firm’s quantitative research tools.
Nick began his career in 2007 and joined the firm in 2009. Previously, he worked as an Analyst at State Street Global Advisors. He earned a BS from Skidmore College and an MS in Finance from Boston College. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.