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Nick Slater
Director/Miembro de la Junta en
Robert W. Baird & Co., Inc. (Private Banking)
.
Perfil
Mr. Nicholas W.
Slater is on the Board of Directors at Robert W.
Baird & Co., Inc. He started his financial services career in 2004 and is passionate about value investing and risk management.
He uses a disciplined fundamental analysis and global mindset to create and maintain individually tailored investment portfolios.
Prior to joining Robert W.
Baird in November 2014, Mr. Slater was previously employed as a Senior Vice President by McAdams Wright Ragen, Inc. He was also employed by Ragen MacKenzie.
He graduated cum laude with a degree in Economics from Washington State University and a focus on global economic development.
He was recently recognized by FORBES as one of America's Top Ten Next-Gen Advisors.
Cargos activos de Nick Slater
| Empresas | Cargo | Inicio |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Director/Miembro de la Junta | 01/11/2014 |
Antiguos cargos conocidos de Nick Slater.
| Empresas | Cargo | Fin |
|---|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance McAdams Wright Ragen (MWR) employs a value oriented investment process that is based on fundamental analysis, with emphasis on a bottom-up approach. The firm's fundamental analysis seeks to determine the intrinsic value of a company. They seek to buy companies which are trading at a sufficient discount to their intrinsic value and to sell them once their intrinsic value is realized in the market. MWR generally provides advice regarding the following securities: (1) exchange-listed securities (2) securities traded over-the-counter (3) foreign issuers (4) warrants (5) corporate debt securities (other than commercial paper) (6) commercial paper (7) certificates of deposit (8) municipal securities (9) mutual fund shares (10) US government securities and (11) options contracts on securities. | Gestor de Cartera-Acciones | 01/11/2014 |
Formación de Nick Slater.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
64
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Washington State University
 Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Finance |
McAdams Wright Ragen, Inc. (Investment Management)
McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance McAdams Wright Ragen (MWR) employs a value oriented investment process that is based on fundamental analysis, with emphasis on a bottom-up approach. The firm's fundamental analysis seeks to determine the intrinsic value of a company. They seek to buy companies which are trading at a sufficient discount to their intrinsic value and to sell them once their intrinsic value is realized in the market. MWR generally provides advice regarding the following securities: (1) exchange-listed securities (2) securities traded over-the-counter (3) foreign issuers (4) warrants (5) corporate debt securities (other than commercial paper) (6) commercial paper (7) certificates of deposit (8) municipal securities (9) mutual fund shares (10) US government securities and (11) options contracts on securities. | Finance |
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