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Dan Mcnicholas Email & Phone Number
Financial Consultant
at
Fidelity Investments
1 work email found
@nomura.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant
Location
Naples, Florida, United States
Company size
Who is Dan Mcnicholas? Overview
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Quick answer
Dan Mcnicholas is listed as Financial Consultant at Fidelity Investments, a with 83148 employees, based in Naples, Florida, United States. AeroLeads shows a work email signal at nomura.com and a matched LinkedIn profile for Dan Mcnicholas.
Dan Mcnicholas previously worked as Investment Consultant at Fidelity Investments and Investment Consultant at Private Family Office. Dan Mcnicholas holds Mba, Finance from Nyu Stern School Of Business.
Company email context
Email format at Fidelity Investments
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{first}.{last}@nomura.com
86% confidence
AeroLeads found 1 current-domain work email signal for Dan Mcnicholas. Compare company email patterns before reaching out.
Profile bio
About Dan Mcnicholas
The views expressed on this post are mine and do not necessarily reflect the views, strategies or opinions of anyone else, including my employer.
Listed skills include Hedge Funds, Alternative Investments, Equities, Derivatives, and 1 others.
Current workplace
Dan Mcnicholas's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
9 roles
Dan Mcnicholas work experience
A career timeline built from the work history available for this profile.
Investment Consultant
Current
Jul 2023 - Present
Investment Consultant
Private Family Office
Advising CIO & Family on portfolio allocation and sourcing new investments. Open to Hedge, Venture, and small RE / PE opportunities, including family succession or distressed sales. Will also be investigating blockchain and crypto developments
Oct 2021 - Jul 2023
North American Sales & Research
- Providing Research and Advising Rogers Investment Advisors and Wolver Hill Asset Management licensed investment advisors in Japan and Hong Kong on marketing strategy and providing targeted introductions to North American Investors - Marketing Wolver Hill's Business Development capabilities to North American based Hedge Funds, Private Equity and Venture managers. Wolver Hill's and affiliated companies, including Wolver Hill Asset Management's & Rogers Investment Advisors' Investor relationships include Japanese Pension Funds, Asian SWFs and Global Family Offices
May 2022 - Jun 2023
Global Head Of Capital Introductions
Nomura's Capital Introduction team provided their prime brokerage clients with proprietary information and targeted introductions to the world’s leading investors. These investors included sovereign wealth funds, pension plans, endowments, foundations, family offices, insurance companies, funds of funds, and associated consultants
Dec 2016 - Oct 2021
Managing Director - Head Of Alternative Sales - Asia Pacific
Led Sales effort and Relationship Management for the Hedge Fund, Private Equity and Real Estate business across Global Markets and Global Services
Jan 2012 - Dec 2016
Director - Head Of Financing Sales - Asia
Head of Prime Brokerage Sales, Capital Introductions and Consulting within Global Markets Financing & Futures in Asia
May 2008 - Nov 2011
Apr 2004 - May 2008
Vice President
Mar 2002 - Apr 2004
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 83148 employees →
JH
Jake Hood
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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AS
Antonio Sostilio
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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JG
Jason Gray, Cfp®
Colleague at Fidelity InvestmentsUnited States
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PJ
Pranshu Jain
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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AS
Alexander Shore, Mba
Colleague at Fidelity InvestmentsNiles, Ohio, United States
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CM
Chris Mcdaniels
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
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EF
Eric French, Crm
Colleague at Fidelity InvestmentsHebron, Kentucky, United States
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CS
Carson Smith
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States
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CP
Chris Perez
Colleague at Fidelity InvestmentsUnited States
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JB
Joseph Bigos Iii
Colleague at Fidelity InvestmentsGreater Boston, United States
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Jake Hood
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
AS
Antonio Sostilio
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
JG
Jason Gray, Cfp®
Colleague at Fidelity InvestmentsUnited States
View →
PJ
Pranshu Jain
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
AS
Alexander Shore, Mba
Colleague at Fidelity InvestmentsNiles, Ohio, United States
View →
CM
Chris Mcdaniels
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
View →
EF
Eric French, Crm
Colleague at Fidelity InvestmentsHebron, Kentucky, United States
View →
CS
Carson Smith
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States
View →
CP
Chris Perez
Colleague at Fidelity InvestmentsUnited States
View →
JB
Joseph Bigos Iii
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
2 education records
Dan Mcnicholas education
Mba, Finance
Nyu Stern School Of Business
Bbs, Accounting
University Of Notre Dame
FAQ
Frequently asked questions about Dan Mcnicholas
Quick answers generated from the profile data available on this page.
What company does Dan Mcnicholas work for?
Dan Mcnicholas works for Fidelity Investments.
What is Dan Mcnicholas's role at Fidelity Investments?
Dan Mcnicholas is listed as Financial Consultant at Fidelity Investments.
What is Dan Mcnicholas's email address?
AeroLeads has found 1 work email signal at @nomura.com for Dan Mcnicholas at Fidelity Investments.
Where is Dan Mcnicholas based?
Dan Mcnicholas is based in Naples, Florida, United States while working with Fidelity Investments.
What companies has Dan Mcnicholas worked for?
Dan Mcnicholas has worked for Fidelity Investments, Private Family Office, Wolver Hill Advisors, Nomura, and State Street.
Who are Dan Mcnicholas's colleagues at Fidelity Investments?
Dan Mcnicholas's colleagues at Fidelity Investments include Jake Hood, Antonio Sostilio, Jason Gray, Cfp®, Pranshu Jain, and Alexander Shore, Mba.
How can I contact Dan Mcnicholas?
You can use AeroLeads to view verified contact signals for Dan Mcnicholas at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Dan Mcnicholas attend?
Dan Mcnicholas holds Mba, Finance from Nyu Stern School Of Business.
What skills is Dan Mcnicholas known for?
Dan Mcnicholas is listed with skills including Hedge Funds, Alternative Investments, Equities, Derivatives, and Fixed Income.
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