Financial Advisor
Current
Nov 2024 - Present
Who is Jay P. Nicholls, Cfa? Overview
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Quick answer
Jay P. Nicholls, Cfa is listed as Financial Advisor at CAPTRUST, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Jay P. Nicholls, Cfa.
Jay P. Nicholls, Cfa previously worked as Director of Trading at Boston Financial Management, Llc and Trading and Research Associate at Boston Financial Management, Llc. Jay P. Nicholls, Cfa holds Bachelor'S Degree, Finance, Economics from Framingham State University.
Company email context
Email format at CAPTRUST
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CAPTRUST
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Profile bio
About Jay P. Nicholls, Cfa
I am responsible for trading and strategy implementation. My primary responsibility is managing fixed income portfolios and strategy as well as alternative investment strategy. I also assist advisors in determining asset allocation and strategy decisions. Last but not least, as a Chartered Financial Analyst, I manage client assets directly as an advisor
Current workplace
Jay P. Nicholls, Cfa's current company
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Captrust
Website
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7 roles
Jay P. Nicholls, Cfa work experience
A career timeline built from the work history available for this profile.
Director Of Trading
Boston Financial Management, Llc
Apr 2021 - Nov 2024
Trading And Research Associate
Boston Financial Management, Llc
Jun 2017 - Apr 2021
Bond Trader
May 2015 - Jun 2017
Cost Of Living Intern
-Research, analyze and report economic data on the Cost of Living for the MetroWest Region-Editor of the semi annual MERC Newsletter-Collected data from the Council for Community and Economic Research (C2ER) to be included in a national Cost of Living Survey of about 300 urban areas-Maintained MetroWest Cost of Living databases for time series data-Research and analysis of Downtown Natick Businesses - Surveyed 100+ business and property owners - Created a database and economic profile for downtown businesses - Worked with the Economic Development office to provide necessary services to owners- Created and presented on "Economics and Applied Concepts" for high schools around the state as part of MERC's mission to educate the community- Used excel, powerpoint, word, access, publisher, photoshop daily
Sep 2013 - May 2015
Royalty Intern
- Assisted the Royalty Director during payout period- Used specialized Oracle software to run reports, author contracts- Updated royalty reserve requirements- Managed author agreements and statements- Organized sub right statements
May 2014 - Aug 2014
Sales Research Intern
Wcvb Tv 5
- Dissemination and interpretation of audience viewing data from the television research company, Nielsen- Preparation of sales sheets, research, presentations to potential clients and repeat clients- Assisted the Sales Associates in new lead determination- Prepared advertisements for sales pitches to new and repeat clients- Researched industry statistic raw data to create database for time series data- Used excel to model industry statistics
May 2013 - Aug 2013
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts →
JD
John Davenport, Cfa
Colleague at CaptrustNew York, United States
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JD
James Duffy, Cfa
Colleague at CaptrustNew York City Metropolitan Area, United States
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CM
Charlie Macbain, Caia
Colleague at CaptrustRaleigh, North Carolina, United States
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GG
Ginger Glenn, Iaccp®
Colleague at CaptrustMontgomery, Alabama, United States
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JH
Jennifer Hilmes
Colleague at CaptrustRaleigh, North Carolina, United States
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ES
Erin Spivak
Colleague at CaptrustSan Francisco Bay Area, United States
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MW
Miles Woodling
Colleague at CaptrustUnited States
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CM
Claude Molosiu, Cfa
Colleague at CaptrustNew York, United States
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NB
Nicole Becker, Mba
Colleague at CaptrustGreater Colorado Springs Area, United States
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BS
Ben Smiley
Colleague at CaptrustChicago, Illinois, United States
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John Davenport, Cfa
Colleague at CaptrustNew York, United States
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JD
James Duffy, Cfa
Colleague at CaptrustNew York City Metropolitan Area, United States
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CM
Charlie Macbain, Caia
Colleague at CaptrustRaleigh, North Carolina, United States
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GG
Ginger Glenn, Iaccp®
Colleague at CaptrustMontgomery, Alabama, United States
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JH
Jennifer Hilmes
Colleague at CaptrustRaleigh, North Carolina, United States
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ES
Erin Spivak
Colleague at CaptrustSan Francisco Bay Area, United States
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MW
Miles Woodling
Colleague at CaptrustUnited States
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CM
Claude Molosiu, Cfa
Colleague at CaptrustNew York, United States
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NB
Nicole Becker, Mba
Colleague at CaptrustGreater Colorado Springs Area, United States
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BS
Ben Smiley
Colleague at CaptrustChicago, Illinois, United States
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1 education record
Jay P. Nicholls, Cfa education
-
Framingham State University
FAQ
Frequently asked questions about Jay P. Nicholls, Cfa
Quick answers generated from the profile data available on this page.
What company does Jay P. Nicholls, Cfa work for?
Jay P. Nicholls, Cfa works for CAPTRUST.
What is Jay P. Nicholls, Cfa's role at CAPTRUST?
Jay P. Nicholls, Cfa is listed as Financial Advisor at CAPTRUST.
Where is Jay P. Nicholls, Cfa based?
Jay P. Nicholls, Cfa is based in Boston, Massachusetts, United States while working with CAPTRUST.
What companies has Jay P. Nicholls, Cfa worked for?
Jay P. Nicholls, Cfa has worked for Captrust, Boston Financial Management, Llc, Bny Mellon, Metrowest Economic Research Center (Merc), and Hachette Book Group.
Who are Jay P. Nicholls, Cfa's colleagues at CAPTRUST?
Jay P. Nicholls, Cfa's colleagues at CAPTRUST include John Davenport, Cfa, James Duffy, Cfa, Charlie Macbain, Caia, Ginger Glenn, Iaccp®, and Jennifer Hilmes.
How can I contact Jay P. Nicholls, Cfa?
You can use AeroLeads to view verified contact signals for Jay P. Nicholls, Cfa at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Jay P. Nicholls, Cfa attend?
Jay P. Nicholls, Cfa holds Bachelor'S Degree, Finance, Economics from Framingham State University.
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