Financial Advisor
Current
Jan 2024 - Present
AeroLeads people directory · profile
John Nuber, Cfa Email & Phone Number
Financial Advisor
at
RBC Wealth Management
1 work email found
@rbc.com
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Watertown, New York, United States
Company size
Who is John Nuber, Cfa? Overview
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Quick answer
John Nuber, Cfa is listed as Financial Advisor at RBC Wealth Management, a company with 6359 employees, based in Watertown, New York, United States. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for John Nuber, Cfa.
John Nuber, Cfa previously worked as Senior Financial Associate at Rbc Wealth Management and Investment Adviser Representative at Lincoln Investment Planning Inc. John Nuber, Cfa holds Ba, Economics/Political Science from Colgate University.
Company email context
Email format at RBC Wealth Management
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*@rbc.com
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AeroLeads found 1 current-domain work email signal for John Nuber, Cfa. Compare company email patterns before reaching out.
Profile bio
About John Nuber, Cfa
Financial Advisor with RBC Wealth Management. Provide clients with a holistic wealth management approach. I earlier served as lead analyst and later as Director of Asset Acquisition for Quest Patent Research Corporation. I was charged with exploring the intellectual property arena for the purposes of attaining patent asset partnerships/acquisitions. Duties included the identification of potential assets, legal and economic analysis, partnership/license negotiation, diligence and strategy development. Started career as an Equities Trader with 5 years of hands-on investment experience. Research and bottom-up analytic work were executed to form the backbone of long/short equity strategies. Used simple hedging to help manage risk. Also recruited and managed satellite group based out of Hoboken, NJ.CFA Charterholder since 2013. Passed each exam in one try, consecutively. Specialties: Financial analysis, research, financial modeling, diligence, idea generation, and trade implementation.
Current workplace
John Nuber, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Rbc Wealth Management
5 roles
John Nuber, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Financial Associate
Report to Senior Portfolio Manager with analysis of targeted equities and present fresh analysis on potential additions to the portfolios. Discuss with clients their equity positions and portfolio allocations, providing analysis and market commentary.Coordinate and participate in branch meetings to centralize and promote security and market.
Nov 2011 - Feb 2024
Investment Adviser Representative
Lincoln Investment Planning Inc
Developed and maintained individual clients' portfolios for the purposes of income generation, tax sheltering, and risk mitigation. Portfolios were balanced to reflect diversified asset allocation relative to client's risk profile.Performed financial analysis and modeling for individual clients, accounting for income requirements, capital preservation, and.
Apr 2010 - Sep 2011
Director Of Asset Acquisition
Sourced several multi-million dollar assets now managed by Quest. These technologies relate to rich-media creation over the internet, streaming mobile phone data, and suspension packaging, among others. Expected investment return greater than 20% annually, on average. Generated business plans and investment memorandums for both internal and external.
Dec 2007 - Mar 2010
Equity Trader/ Manager
Assent Llc
Performed top-down fundamental and technical analysis for generating trade ideas. Analyzed mid-large cap stocks for signs of growth and solid cash flow. Produced net commissions over $100,000 per year; normalizing to a three-year average over 40% greater than the typical trader at the firm. Controlled the investment of $750,000 in capital, securing a.
Jan 2003 - Nov 2007
Team & coworkers
Colleagues at RBC Wealth Management
Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →
NM
Natalie Miller, Cfp®
Colleague at Rbc Wealth Management
Washington, District Of Columbia, United States, United States
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BS
Benny She
Colleague at Rbc Wealth Management
Hong Kong SAR, Hong Kong
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JC
Jeffrey Crowl
Colleague at Rbc Wealth Management
St Paul, Minnesota, United States, United States
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MG
Michelle Gilly, Cfp®, Clu®, Cepa®
Colleague at Rbc Wealth Management
Denver Metropolitan Area, United States
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MC
Mark Capomaccio
Colleague at Rbc Wealth Management
De Pere, Wisconsin, United States, United States
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VG
Virginia Graham
Colleague at Rbc Wealth Management
Toronto, Ontario, Canada, Canada
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JF
Jesse Favre
Colleague at Rbc Wealth Management
Minneapolis, Minnesota, United States, United States
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EF
Elizabeth Foti, Mba
Colleague at Rbc Wealth Management
Danbury, Connecticut, United States, United States
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SY
Sophia Yang
Colleague at Rbc Wealth Management
Greater Toronto Area, Canada, Canada
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WA
Wanda Avery
Colleague at Rbc Wealth Management
Greater Sydney Area, Australia
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Natalie Miller, Cfp®
Colleague at Rbc Wealth Management
Washington, District Of Columbia, United States, United States
View →
BS
Benny She
Colleague at Rbc Wealth Management
Hong Kong SAR, Hong Kong
View →
JC
Jeffrey Crowl
Colleague at Rbc Wealth Management
St Paul, Minnesota, United States, United States
View →
MG
Michelle Gilly, Cfp®, Clu®, Cepa®
Colleague at Rbc Wealth Management
Denver Metropolitan Area, United States
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MC
Mark Capomaccio
Colleague at Rbc Wealth Management
De Pere, Wisconsin, United States, United States
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VG
Virginia Graham
Colleague at Rbc Wealth Management
Toronto, Ontario, Canada, Canada
View →
JF
Jesse Favre
Colleague at Rbc Wealth Management
Minneapolis, Minnesota, United States, United States
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EF
Elizabeth Foti, Mba
Colleague at Rbc Wealth Management
Danbury, Connecticut, United States, United States
View →
SY
Sophia Yang
Colleague at Rbc Wealth Management
Greater Toronto Area, Canada, Canada
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WA
Wanda Avery
Colleague at Rbc Wealth Management
Greater Sydney Area, Australia
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1 education record
John Nuber, Cfa education
FAQ
Frequently asked questions about John Nuber, Cfa
Quick answers generated from the profile data available on this page.
What company does John Nuber, Cfa work for?
John Nuber, Cfa works for RBC Wealth Management.
What is John Nuber, Cfa's role at RBC Wealth Management?
John Nuber, Cfa is listed as Financial Advisor at RBC Wealth Management.
What is John Nuber, Cfa's email address?
AeroLeads has found 1 work email signal at @rbc.com for John Nuber, Cfa at RBC Wealth Management.
Where is John Nuber, Cfa based?
John Nuber, Cfa is based in Watertown, New York, United States while working with RBC Wealth Management.
What companies has John Nuber, Cfa worked for?
John Nuber, Cfa has worked for Rbc Wealth Management, Lincoln Investment Planning Inc, Quest Patent Research Corporation, and Assent Llc.
Who are John Nuber, Cfa's colleagues at RBC Wealth Management?
John Nuber, Cfa's colleagues at RBC Wealth Management include Natalie Miller, Cfp®, Benny She, Jeffrey Crowl, Michelle Gilly, Cfp®, Clu®, Cepa®, and Mark Capomaccio.
How can I contact John Nuber, Cfa?
You can use AeroLeads to view verified contact signals for John Nuber, Cfa at RBC Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did John Nuber, Cfa attend?
John Nuber, Cfa holds Ba, Economics/Political Science from Colgate University.
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