Nicholas Mcgeorge Bundy
Portfolio Manager-Equities at Harbour Capital Advisors LLC
Profile
Mr. Nicholas M.
Bundy is a Portfolio Manager at Harbour Capital Advisors LLC.
Mr. Bundy previously served as a portfolio manager and senior analyst with New Century Advisors, a fixed-income manager, where his primary responsibility was to manage the firm’s multi-asset portfolios.
Previously, he worked as an equity analyst with Churchill Research and BB&T Capital Markets.
He earned a B.A.
in Political Science from the University of Chicago and an MA in International Affairs from Columbia University.
Nicholas Mcgeorge Bundy active positions
Companies | Position | Start |
---|---|---|
Harbour Capital Advisors LLC
Harbour Capital Advisors LLC Investment ManagersFinance Harbour Capital Advisors LLC is a wealth management firm and registered investment advisor headquartered in Tyson's Corner, Virginia. The firm was founded in 2011 and is a subsidiary of Harbour Lights Holding Co., Inc. Harbour Capital Advisors provides holistic, personalized wealth planning and investment management solutions to individuals, families and their charitable organizations. | Portfolio Manager-Equities | 01/11/2021 |
Former positions of Nicholas Mcgeorge Bundy
Companies | Position | End |
---|---|---|
New Century Advisors LLC
New Century Advisors LLC Investment ManagersFinance New Century Advisors LLC (NCA) is an independent, SEC-registered investment advisor headquartered in Chevy Chase, Maryland. The firm was founded in 2002 by Ellen B. Safir. NCA provides investment advice to banking or thrift institutions, corporate and state pension and profit-sharing plans, charitable organizations, universities, private funds as well as high net-worth individuals and wrap fee accounts. | Analyst-Fixed Income | 01/10/2021 |
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Analyst-Equity | 30/03/2007 |
Training of Nicholas Mcgeorge Bundy
The Trustees of Columbia University in The City of New York | Graduate Degree |
The University of Chicago | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Finance |
New Century Advisors LLC
New Century Advisors LLC Investment ManagersFinance New Century Advisors LLC (NCA) is an independent, SEC-registered investment advisor headquartered in Chevy Chase, Maryland. The firm was founded in 2002 by Ellen B. Safir. NCA provides investment advice to banking or thrift institutions, corporate and state pension and profit-sharing plans, charitable organizations, universities, private funds as well as high net-worth individuals and wrap fee accounts. | Finance |
Harbour Capital Advisors LLC
Harbour Capital Advisors LLC Investment ManagersFinance Harbour Capital Advisors LLC is a wealth management firm and registered investment advisor headquartered in Tyson's Corner, Virginia. The firm was founded in 2011 and is a subsidiary of Harbour Lights Holding Co., Inc. Harbour Capital Advisors provides holistic, personalized wealth planning and investment management solutions to individuals, families and their charitable organizations. | Finance |
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