Investment Operations Associate
Nick joined JSF in 2022 as an Investment Operations Analyst. As part of our Portfolio Management group, Nick focuses his time on research and provides support in building portfolios and assembling client proposals. Nick enjoys exploring and implementing new technology within the firm to improve processes and efficiency. He also utilizes existing data to analyze portfolios, models, and various material throughout the firm.
Following his graduation from California State University, Long Beach with a bachelor’s degree in economics, Nick began his career as Risk Analyst at Westlake Financial before joining the JSF team.
Nick grew up in nearby Whittier and appreciates that remaining close to home allows him ample opportunity to spend with family. When he’s not at the office, Nick can be found cheering on his favorite home teams – the Dodgers, Rams and Lakers – as well as exploring the expansive food scene in the city and hanging out with his friends.