Nicholas Colletta, Cfa, Caia Email and Phone Number

Nick Colletta, CFA, CAIASenior Associate - Investment ResearchFocus - Macroeconomic Research, Quantitative Risk Management & Financial Engineering at Beacon Pointe AdvisorsI am a finance professional with a strong foundation in macroeconomic research, quantitative risk management, and the application of data science to investment decision-making. I hold a Bachelor's degree in Finance with a minor in Economics and a Master's degree in Information Systems and Data Science. These academic credentials have provided me with a deep understanding of both financial theory and advanced technical skills in data analysis.In my current role as a Senior Associate at Beacon Pointe Advisors, I focus on macroeconomic analysis, nowcasting models, and implementing quantitative methods to improve risk management strategies. I leverage data science to provide actionable insights into economic trends and optimize risk management processes in an increasingly complex market environment.Previously, I served as Chief Investment Officer (CIO) for two RIAs in Southern California—K2 Financial Partners and Bridge Advisory—where I led asset allocation and investment strategy. After Bridge Advisory’s acquisition by Beacon Pointe, I transitioned to focus on macroeconomic research and quantitative risk analysis, utilizing my expertise to address complex financial challenges.I hold the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, which further solidify my expertise in financial markets and alternative investments. My unique combination of finance and data science allows me to bridge the gap between macroeconomic trends and quantitative risk management.