Nick Elfner
Director of Research - Fxd Inc at Breckinridge Capital Advisors, Inc.
Profile
Mr. Nicholas S.
Elfner is a Senior Vice President & Co-Head of Research at Breckinridge Capital Advisors, Inc. and a Member at The Boston Security Analysts Society, Inc. He sits on the firm’s Investment Committee where he is jointly responsible for setting investment strategy, asset allocation and sector weightings.
In his role, he heads Breckinridge’s corporate credit research efforts, performs corporate credit analysis and contributes to the ongoing development of Breckinridge’s environmental, social and governance frameworks.
He also authors a quarterly corporate bond market review and outlook and regularly contributes to the Breckinridge blog.
He has been with the firm since 2009 and has over 25 years of industry experience.
He also serves on the Investment Committee of Anatolia College.
Prior to Breckinridge, Mr. Elfner was a vice president at Wellington Management Company where he researched and managed corporate bonds.
He also held senior corporate research positions with Merrill Lynch & Co. Inc. in New York and Toronto.
He began his career at Smith Barney & Co. in Tokyo and Hong Kong as an assistant trader.
Mr. Elfner holds a BA from Middlebury College and an MBA from the F.W.
Olin School of Business at Babson College.
He is a member of the CFA Society Boston, Inc. and the Fixed Income Analysts’ Society.
Nick Elfner active positions
| Companies | Position | Start |
|---|---|---|
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Director of Research - Fxd Inc | 2009-02-28 |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | 2009-05-13 |
The Japan Society of Boston, Inc.
 The Japan Society of Boston, Inc. Miscellaneous Commercial ServicesCommercial Services The Japan Society of Boston, Inc. is a not-for-profit organization that promotes cultural and economic ties and active interchange between Japanese and Americans for mutual understanding, benefit, and enjoyment. It provides awards, monthly brown bag series, internship program, annual gala dinner, and jobs board. The company was founded in 1904 and is headquartered in Boston, MA. | Director/Board Member | - |
Former positions of Nick Elfner
| Companies | Position | End |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Analyst-Equity | 2009-02-27 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Director of Research - Fxd Inc | - |
Training of Nick Elfner
| Middlebury College | Undergraduate Degree |
| F.W. Olin Graduate School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Finance |
| The Boston Security Analysts Society, Inc. | |
| Merrill Lynch & Co., Inc. | Finance |
The Japan Society of Boston, Inc.
The Japan Society of Boston, Inc. Miscellaneous Commercial ServicesCommercial Services The Japan Society of Boston, Inc. is a not-for-profit organization that promotes cultural and economic ties and active interchange between Japanese and Americans for mutual understanding, benefit, and enjoyment. It provides awards, monthly brown bag series, internship program, annual gala dinner, and jobs board. The company was founded in 1904 and is headquartered in Boston, MA. | Commercial Services |
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