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Profile
Mr. Nicholas C.
Newell is a Head Trader & Partner at MCF Advisors LLC.
He joined the firm in 2017.
As part of the Investment Management Department, he is responsible for rebalancing and strategy implementation for institutional and wealth management client portfolios.
He also performs portfolio and investment research, including asset allocation, due diligence, security selection, and risk management.
He comprises part of the Executive Investment Committee which is responsible for MCF’s investment outlook and investment program.
Mr. Newell is a CFA Charterholder and FRM (Financial Risk Manager).
He graduated from the University of Cincinnati with an MBA and a Master of Science in Finance.
Nick Newell active positions
| Companies | Position | Start |
|---|---|---|
MCF Advisors LLC
 MCF Advisors LLC Investment ManagersFinance MCF Institutional employs a tactical asset allocation approach to investing. The firm believes long-term investment performance is primarily a function of the portfolio's asset allocation, and diversification across multiple asset classes can reduce downside risk and improve portfolio returns. They invest in mutual funds, exchange traded funds (or notes), individual equities, and individual fixed income. | Analyst-Equity | 2017-02-28 |
Training of Nick Newell
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
University of Cincinnati (Ohio)
 University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MCF Advisors LLC
MCF Advisors LLC Investment ManagersFinance MCF Institutional employs a tactical asset allocation approach to investing. The firm believes long-term investment performance is primarily a function of the portfolio's asset allocation, and diversification across multiple asset classes can reduce downside risk and improve portfolio returns. They invest in mutual funds, exchange traded funds (or notes), individual equities, and individual fixed income. | Finance |
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