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Jay P. Nicholls, Cfa Email & Phone Number

Wealth Management Financial Advisor at CAPTRUST

Location: Boston, Massachusetts, United States 7 work roles 1 school

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✓ Verified May 2026 3 data sources Profile completeness 86%

Current company

CAPTRUST

Role

Wealth Management Financial Advisor

Location

Boston, Massachusetts, United States

Who is Jay P. Nicholls, Cfa? Overview

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Quick answer

Jay P. Nicholls, Cfa is listed as Wealth Management 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 Financial Advisor at Captrust and Director of Trading 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

Review company-level records connected to Jay P. Nicholls, Cfa before choosing the right outreach path.

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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

Company context helps verify the profile and gives searchers a useful next step.

Captrust

Wealth Management Financial Advisor

Raleigh, NC

Website

captrustadvisors.com

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Company profile

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7 roles

Jay P. Nicholls, Cfa work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Captrust

Raleigh, NC, US

Nov 2024 - Present

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

Bny Mellon

New York, NY, US

May 2015 - Jun 2017

Cost Of Living Intern

Metrowest Economic Research Center (Merc)

-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.

Sep 2013 - May 2015

Royalty Intern

Hachette Book Group

New York, NY, US

- 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.

May 2013 - Aug 2013

Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts →

MP

Matthew Patrick Colleague at Captrust Raleigh-Durham-Chapel Hill Area, United States View → DD

Daryl Deke Colleague at Captrust Orange County, California, United States, United States View → SW

Sean Weber Colleague at Captrust Jefferson City, Missouri, United States, United States View → AB

Andrew Black Colleague at Captrust Cranford, New Jersey, United States, United States View → EP

Erica Patrylak Colleague at Captrust Conshohocken, Pennsylvania, United States, United States View → KV

Kevin Van Buskirk, Caia Colleague at Captrust Greater Chicago Area, United States View → JP

John Peterson Colleague at Captrust Boston, Massachusetts, United States, United States View → MH

Mark Huffman, Cfp® Colleague at Captrust Sacramento, California, United States, United States View → LL

Lucas Lozano Colleague at Captrust San Antonio, Texas, United States, United States View → GG

Gabrielle Griffin Colleague at Captrust Raleigh, North Carolina, United States, United States View →

1 education record

Jay P. Nicholls, Cfa education

Framingham State University

Economics

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 Wealth Management 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 Matthew Patrick, Daryl Deke, Sean Weber, Andrew Black, and Erica Patrylak.

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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