Dave Nicholas
Chief Executive Officer at Nicholas Co., Inc.
Profile
Mr. David O.
Nicholas, CFA, is a Chief Executive Officer, President, Chief Investment Officer & Portfolio Manager at Nicholas Co., Inc. He joined Nicholas Company as an investment analyst in 1986.
He serves in a leadership position for the company as CEO and President, while primarily focusing his efforts day-to-day on investments as a Portfolio Manager and the Chief Investment Officer.
He has developed his philosophy and skills over the past thirty years under the guidance of the long-held investment philosophy and process developed by Albert O.
Nicholas, the founder of Nicholas Company.
This opportunity has allowed Dave to gain a deep experience and knowledge analyzing companies and the equity markets.
He has over 40 years of industry experience and 37 years of experience with the firm.
Mr. Nicholas was previously employed as a Principal by First Wisconsin Bank & Trust Co. (Brookfield, Wisconsin).
Mr. Nicholas earned a B.B.A.
in Finance from the University of Wisconsin-Madison and completed his M.S.
in Finance at the University of Wisconsin-Milwaukee, where he is a member of the University’s Business School Advisory Board.
He has earned the right to use the CFA designation and is a member of the CFA Society Milwaukee.
Dave Nicholas active positions
Companies | Position | Start |
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Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Chief Executive Officer | 01/01/2017 |
Former positions of Dave Nicholas
Companies | Position | End |
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First Wisconsin Bank & Trust Co. (Brookfield, Wisconsin) | Corporate Officer/Principal | - |
Training of Dave Nicholas
University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Finance |
First Wisconsin Bank & Trust Co. (Brookfield, Wisconsin) | Finance |
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