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Nick Bartolo Email & 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 at Essential Partners
Location: Los Angeles, California, United States 6 work roles 2 schools
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Current company
Role
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
Location
Los Angeles, California, United States

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Nick Bartolo is listed as 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 at Essential Partners, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for Nick Bartolo.

Nick Bartolo previously worked as Founder | Managing Partner at Essential Partners and Advisory Board Member - Center for Investment Studies at University Of Southern California. Nick Bartolo holds B.S., Accounting from University Of Southern California.

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Email format at Essential Partners

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Essential Partners

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Profile bio

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.

Current workplace

Nick Bartolo's current company

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Essential Partners
Essential Partners
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
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6 roles · 28 years

Nick Bartolo work experience

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Founder | Managing Partner

Current

Los Angeles, California

www.essentialp.com

2021 - Present ~5 yrs 5 mos

Management Development Rotational Program

Los Angeles, California

2001 - 2002 ~1 yr

Senior Associate

Arthur Andersen

San Diego, California

1998 - 2001 ~3 yrs
2 education records

Nick Bartolo education

FAQ

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What company does Nick Bartolo work for?

Nick Bartolo works for Essential Partners.

What is Nick Bartolo's role at Essential Partners?

Nick Bartolo is listed as 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 at Essential Partners.

Where is Nick Bartolo based?

Nick Bartolo is based in Los Angeles, California, United States while working with Essential Partners.

What companies has Nick Bartolo worked for?

Nick Bartolo has worked for Essential Partners, University Of Southern California, International Value Advisers, Trust Company Of The West, and Capital Group.

How can I contact Nick Bartolo?

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What schools did Nick Bartolo attend?

Nick Bartolo holds B.S., Accounting from University Of Southern California.

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