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Financial Services Executive & Business Strategist | Early-Stage Investor & Advisor | Husband & Father of three boysThe hallmark of building a commercially-successful business is to be ever clear on its mission, targeted with the goal and expectations from financial investment, and focused on resource utilization to leverage operating efficiencies that both improve the client experience and result in economies of scale. Business leaders should always acknowledge breaks of good fortune, but shouldn’t expect them; be respectful to agents of change and circumstances beyond their control.Always keep good company. Work to build, trust, and rely on your team. Highly-functioning teams: remain focused on and continually deliver superior results for their clients; are cohesive; commercially aggressive; and, acutely self-aware of their own strengths and weaknesses. After a decade building the Firm in private partnership, Strategas was acquired by Baird Financial Group in 2018. In addition to continuing as president of Strategas Securities and chief executive of Strategas Asset Management, now operating independently as wholly-owned Baird subsidiary companies, I am a Managing Director of Baird and a member of the Firm’s Operating Committee and the Private Wealth Management division’s Investment Policy Committee.For important disclosures please visit our websites:strategasrp.comstrategasasset.comstrategasetfs.com
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PresidentStrategas Securities 2006 - PresentNew York, Ny, UsPresident of Strategas Securities, an institutional broker-dealer.Responsible for the Firm’s Institutional Securities business, with enterprise and strategic responsibility for Macro Research, Sales & Trading, and Capital Markets, and supervisory oversight of the Firm’s Finance, Compliance, Talent, Technology, and Operations units. Co-founded Strategas in 2006. Strategas Securities was acquired by Baird Financial Group in 2018.
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President & Chief Operating OfficerStrategas Securities 2006 - 2022New York, Ny, Us
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Chief Executive OfficerStrategas Asset Management 2014 - PresentChief Executive Officer of Strategas Asset Management, a macro-thematic investment management firm.The Firm manages a suite of three #thematic ETFs - Strategas Macro Momentum ETF (NYSE:SAMM), Strategas Macro Thematic Opportunities ETF (NYSE:SAMT) and, Strategas Global Policy Opportunities ETF (NYSE:SAGP) - four equity and two fixed income managed account strategies; and, eight tactical global allocation portfolios. Strategas Asset Management was founded in 2014 and was acquired by Baird Financial Group in 2018. -
Board MemberDiretotech 2023 - Present -
Advisory Board MemberAlpaca 2021 - 2023San Mateo, California, UsYC W19 -
Associate Managing DirectorIsi Group 2002 - 2006UsInvestment Strategist -
AssociateFactset 2001 - 2002Norwalk, Connecticut, UsInvestment Banking & Brokerage -
AnalystMorgan Stanley 2000 - 2001New York, Ny, UsPrivate Market & Restricted Securities
Nicholas Bohnsack Skills
Nicholas Bohnsack Education Details
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Bryant UniversityEconomics & Finance -
Fairfield UniversityMathematics
Frequently Asked Questions about Nicholas Bohnsack
What company does Nicholas Bohnsack work for?
Nicholas Bohnsack works for Strategas Securities
What is Nicholas Bohnsack's role at the current company?
Nicholas Bohnsack's current role is President, Strategas Securities.
What is Nicholas Bohnsack's email address?
Nicholas Bohnsack's email address is nb****@****srp.com
What is Nicholas Bohnsack's direct phone number?
Nicholas Bohnsack's direct phone number is +121290*****
What schools did Nicholas Bohnsack attend?
Nicholas Bohnsack attended Bryant University, Fairfield University.
What skills is Nicholas Bohnsack known for?
Nicholas Bohnsack has skills like Capital Markets, Equities, Venture Capital, Asset Management, Investments, Securities, Financial Services, Financial Modeling, Trading, Alternative Investments, Business Strategy, Executive Management.
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