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Nicholas Bale Email & Phone Number
Portfolio Trading Analyst
at
Hightower Advisors
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Trading Analyst
Location
Mount Pleasant, Michigan, United States
Company size
Who is Nicholas Bale? Overview
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Quick answer
Nicholas Bale is listed as Portfolio Trading Analyst at Hightower Advisors, a with 22 employees, based in Mount Pleasant, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Nicholas Bale.
Nicholas Bale previously worked as Junior Trader at Gelber Group Llc and Junior Portfolio Manager at Pk Capital Management. Nicholas Bale holds Finance, Finance, General, 3.8 from Central Michigan University.
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Hightower Advisors
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Profile bio
About Nicholas Bale
I recently graduated as an honors finance student at Central Michigan University. I'm looking forward to building a career in trading. I will start my career with Gelber Group in their Junior Trader Program in August 2024.I've had the opportunity to have internship experiences on the buy and sell side of the asset management industry. This includes a year of live trading experience for a small hedge fund and multiple years of personal trading experience. In addition, by passing the Level 1 CFA Exam, I've been able to expand my understanding of financial products while proving my dedication to the industry.As a student at CMU, I had the opportunity to learn and connect with industry professionals in the asset management industry. As a portfolio manager for the Celani, Oros, and Seger student-run Endowment funds, I was responsible for helping to manage over three million dollars of investments across fixed income, equities, and commodities. Using Excel macros, I've worked to improve performance reporting and monitor portfolio risk. Throughout my three years working with the fund, I've pitched 18 investments and divestitures totaling over 1.5 million dollars.
Current workplace
Nicholas Bale's current company
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Hightower Advisors
6 roles
Nicholas Bale work experience
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Junior Trader
Junior Portfolio Manager
Pk Capital Management
Designed and traded a profitable discretionary mean reversion options strategy for the hedge fundUsed institutional research, positioning, and tools to develop market views Traded across asset classes including volatility, equities, rates, and commoditiesBuilt and used a value-at-risk model for risk management of the portfolio
Nov 2022 - Dec 2023
Global Equity Derivatives Trade Support
Worked alongside teams supporting listed derivative and OTC derivative productsShadowed the trading and sales teams for the structured products, delta one, and listed/otc option desksLearned front, middle, and back office systems
Jun 2022 - Aug 2022
Business Owner
Millennium Apiaries And Beekeeping
A small beekeeping business started in 2017.Volunteered to rescue and rehabilitate honeybees from places where they're a nuisance.Researched, selected, and bred wild honeybee genetics to create a strain of honeybee more resistant to climate change, pesticides, and disease-carrying invasive Varroa mites. Sold queen bees to the agriculture industry across the continental United States and Puerto Rico.
Apr 2017 - Apr 2022
Analyst
Pk Capital Management
Researched and pitched commodity, stock, and options investments for the hedge fund. Learned how a buy-side hedge fund operates and executes trades.Built data-driven Excel models to assess demand changes in energy and agriculture commodity markets.Focused on the energy and LNG sectors to find equities with the greatest leverage to energy pricesStudied how to execute an event-driven fund strategy while gaining exposure to other fund strategies.
May 2020 - Aug 2020
1 education record
Nicholas Bale education
FAQ
Frequently asked questions about Nicholas Bale
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What company does Nicholas Bale work for?
Nicholas Bale works for Hightower Advisors.
What is Nicholas Bale's role at Hightower Advisors?
Nicholas Bale is listed as Portfolio Trading Analyst at Hightower Advisors.
Where is Nicholas Bale based?
Nicholas Bale is based in Mount Pleasant, Michigan, United States while working with Hightower Advisors.
What companies has Nicholas Bale worked for?
Nicholas Bale has worked for Hightower Advisors, Gelber Group Llc, Pk Capital Management, Rbc Capital Markets, and Millennium Apiaries And Beekeeping.
How can I contact Nicholas Bale?
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What schools did Nicholas Bale attend?
Nicholas Bale holds Finance, Finance, General, 3.8 from Central Michigan University.
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