Nick Bartolo

Nick Bartolo Email and Phone Number

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 @ Essential Partners
Nick Bartolo's Location
Los Angeles, California, United States, United States
About Nick Bartolo

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.

Nick Bartolo's Current Company Details
Essential Partners

Essential Partners

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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
Nick Bartolo Work Experience Details
  • Essential Partners
    Founder | Managing Partner
    Essential Partners 2021 - Present
    Los Angeles, California
    www.essentialp.com
  • University Of Southern California
    Advisory Board Member - Center For Investment Studies
    University Of Southern California Mar 2024 - Present
    Los Angeles, California, United States
  • International Value Advisers
    Managing Director
    International Value Advisers 2009 - 2020
    New York, New York
  • Trust Company Of The West
    Senior Vice President
    Trust Company Of The West 2004 - 2009
    Los Angeles, California
  • Capital Group
    Management Development Rotational Program
    Capital Group 2001 - 2002
    Los Angeles, California
  • Arthur Andersen
    Senior Associate
    Arthur Andersen 1998 - 2001
    San Diego, California

Nick Bartolo Education Details

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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