Nicholas Botticelli

Nicholas Botticelli Email and Phone Number

Chief Investment Strategist at Global Strategic Investment Solutions @ Global Strategic Investment Solutions
Nicholas Botticelli's Location
Jupiter, Florida, United States, United States
Nicholas Botticelli's Contact Details

Nicholas Botticelli personal email

n/a

Nicholas Botticelli phone numbers

About Nicholas Botticelli

An accomplished Senior Executive in Asset and Liability Management with a demonstrated track record of achievement in fiduciary investment management, asset allocation, portfolio management, risk management, financial modeling, financial analysis, alternative investments, hedge funds, emerging market strategy and manager due diligence. Leverages strong quantitative, technical and analytical skills to manage large and complex plans and affiliated trusts. Collaborated and presented to senior executives, delivers board presentations, and liaises with external partners. A culture-building leader who motivates and creates a stimulating and positive working environment for team members while exceeding benchmarks in a risk-controlled framework.

Nicholas Botticelli's Current Company Details
Global Strategic Investment Solutions

Global Strategic Investment Solutions

View
Chief Investment Strategist at Global Strategic Investment Solutions
Nicholas Botticelli Work Experience Details
  • Global Strategic Investment Solutions
    Chief Investment Strategist
    Global Strategic Investment Solutions Sep 2020 - Present
    Scottsdale, Az, Us
    Nick leads the firm’s Investment Department and Chairs the Investment Policy Committee that is responsible for managing the global investment process, reviewing current investments, developing key strategic relationships, monitoring investment risk analytics, implementing asset allocation changes, investment manager oversight, sourcing of new investment opportunities, and creating client communications regarding the firm’s investment direction and philosophy.
  • Exelon
    Vice President Of Investment Strategy
    Exelon Jul 2017 - May 2019
    Chicago, Il, Us
    Led and managed all aspects of investment strategy for billion-dollar investment program, including developing and executing comprehensive investment and asset allocation strategy across trusts taking into consideration each trust’s specific attributes and requirements. Oversaw investment strategy program covering investment activities for five investment trusts including pension, nuclear decommission trusts, retiree healthcare portfolios, employee savings plan, and foundation. Collaborated with senior management, select members of Board of Directors, and Corporate Investment Committee. Assisted in setting agenda, recommending asset allocation changes, and delivering special presentation topics at each Board and Corporate Investment Committee meeting. Provided expert analysis, leadership , performance analysis and recommendations for all other asset class investments, including emerging manager program. Directed and oversaw comprehensive emerging market strategy across all trusts and asset classes. Remained current with industry trends in global capital markets to identify, develop, and recommend relevant investment strategies and asset allocation. Evaluated and determined relationship between various types of investment strategies to assist in portfolio structuring. Selected, managed, monitored, and leveraged third-party relationships.
  • Hirtle, Callaghan & Co.
    Director Of Strategy & Head Of Pension Portfolio Management
    Hirtle, Callaghan & Co. May 2014 - Jun 2017
    West Conshohocken, Pa, Us
    Managed investment strategy and client-facing responsibilities. Administered Pension Plan Client Solution, including CIO responsibilities for pension clients, creation of pension asset liability studies, pension prospecting and pension client on-boarding, and writing pension communications. Served as part of team responsible for oversight of traditional long only asset classes (including asset allocation shifts and manager oversight). Directed oversight of long duration bond managers, pension strategy oversight, and environmental, social, and governance (ESG) strategy oversight.
  • Verizon
    Executive Director - Global Investments
    Verizon 2012 - Apr 2014
    Basking Ridge, Nj, Us
    Led manager selection and due diligence of globally-based on asset allocation and strategy decisions. Directed global investment team with unique asset class responsibility. Managed assets across five different trusts including Defined Benefit, Defined Contribution, VEBA’s, Captive Insurance, and Foundation. Led on-going functions of global investment team including evaluation of asset allocation models, funded status, hedge ratio, monitoring of performance, organization structure, risks, compliance, legal agreements, fee structuring, account structure of both existing and prospective portfolios, and asset classes. Oversaw on-going due diligence including at least semi-annual manager visits requiring full documentation.
  • Verizon
    Director - Strategic Partnerships
    Verizon 2003 - 2012
    Basking Ridge, Nj, Us
    Oversaw four external managers in Strategic Partnership Network (SPN) including evaluation of asset allocation models, monitoring of performance, risks, account structure, and evaluating new portfolios. Managed all global trades covering equities and derivatives. Facilitated monthly cash raising to meet pension benefit obligations, oversaw manager transitions, and implemented asset allocation decision via equities and derivatives. . Liaised between legal, compliance, and operations to ensure correct execution and settling of trades.
  • Verizon
    Senior Analyst, Manager Of Market Research
    Verizon 1999 - 2003
    Basking Ridge, Nj, Us
    Created World Market Summary and Total Plan Performance sections of monthly CFO report. Oversaw creation of monthly/quarterly external manager analyses including STAR analytics and Manager Profile Books. Selected and maintained external vendor systems including Factset, Bloomberg, eVestment Alliance, and Morningstar. Created and maintained proprietary systems to analyze external managers. Oversaw summer intern program.
  • Verizon
    Analyst, Manager Of Systems Development
    Verizon 1997 - 1999
    Basking Ridge, Nj, Us
    Led and programmed application development and automation efforts in Microsoft Excel (VBA) and Microsoft Access. Generated executive presentations in Microsoft PowerPoint. Created database in Microsoft Access to track help desk requests and Y2K project.

Nicholas Botticelli Skills

Asset Management Asset Allocation Strategic Partnerships Fixed Income Portfolio Management Equities Management Financial Services Trading Investments Capital Markets Program Management Strategy Alternative Investments Financial Modeling Hedge Funds

Nicholas Botticelli Education Details

  • Pace University
    Pace University
    Math Minor

Frequently Asked Questions about Nicholas Botticelli

What company does Nicholas Botticelli work for?

Nicholas Botticelli works for Global Strategic Investment Solutions

What is Nicholas Botticelli's role at the current company?

Nicholas Botticelli's current role is Chief Investment Strategist at Global Strategic Investment Solutions.

What is Nicholas Botticelli's email address?

Nicholas Botticelli's email address is ni****@****zon.com

What is Nicholas Botticelli's direct phone number?

Nicholas Botticelli's direct phone number is +190855*****

What schools did Nicholas Botticelli attend?

Nicholas Botticelli attended Pace University.

What skills is Nicholas Botticelli known for?

Nicholas Botticelli has skills like Asset Management, Asset Allocation, Strategic Partnerships, Fixed Income, Portfolio Management, Equities, Management, Financial Services, Trading, Investments, Capital Markets, Program Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.