Nick Bartolo Email and Phone Number
Nick Bartolo is the Founder and Managing Partner of Essential Partners and an Advisory Board Member at the University of Southern California - Center for Investment Studies. Mr. Bartolo has over two decades of investment experience, most recently as a Managing Director at International Value Advisers (IVA) where he directly invested in global equities and fixed income for 11 years. Mr. Bartolo was previously a Senior Vice President at Trust Company of the West (TCW) where he invested in domestic equities. Prior to TCW, Mr. Bartolo was in a management development program at the Capital Group, who owns and manages the American Funds. Mr. Bartolo is also a managing member of Rational Capital, an early-stage venture capital partnership. Mr. Bartolo received his Master of Business Administration (MBA), with Beta Gamma Sigma Honors and a Bachelor of Science in Accounting from the University of Southern California (USC). He was supported with academic scholarships for both degrees. Mr. Bartolo is a Chartered Financial Analyst Charterholder (CFA) and a Certified Public Accountant (CPA). He is an annual guest lecturer for the Student Investment Fund course at the USC MBA program and the finance valuation course for undergraduate and MBA programs. He is a Board Member of the Gwendolyn Strong Foundation and serves on the Finance Committee of the Village School in Pacific Palisades.
Essential Partners
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Founder | Managing PartnerEssential Partners 2021 - PresentLos Angeles, Californiawww.essentialp.com -
Advisory Board Member - Center For Investment StudiesUniversity Of Southern California Mar 2024 - PresentLos Angeles, California, United States -
Managing DirectorInternational Value Advisers 2009 - 2020New York, New York -
Senior Vice PresidentTrust Company Of The West 2004 - 2009Los Angeles, California -
Management Development Rotational ProgramCapital Group 2001 - 2002Los Angeles, California -
Senior AssociateArthur Andersen 1998 - 2001San Diego, California
Nick Bartolo Education Details
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Accounting -
Investments And Financial Markets
Frequently Asked Questions about Nick Bartolo
What company does Nick Bartolo work for?
Nick Bartolo works for Essential Partners
What is Nick Bartolo's role at the current company?
Nick Bartolo's current role is Wealth Advisory & Tax Strategies for Business Owners in Residential & Commercial Services | Pest Control | Lawn | Co-Host, The Boardroom Buzz Podcast | USC Advisory Board Member | Posts not financial or tax advice.
What schools did Nick Bartolo attend?
Nick Bartolo attended University Of Southern California, Usc Marshall School Of Business.
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