Nick is a Wealth Advisor at Baynes Investment Counsel supporting his clients through custom investment portfolios tailored to their financial goals and objectives. His background has given him skills to build portfolios that aim to generate efficient risk and tax management techniques. Nick sits as a member of the investment committee supporting market commentaries and tactical allocation shifts.Prior to coming on board with Baynes Investment Counsel, Nick worked as an Analyst at InterOcean Capital where he specialized in portfolio analysis, assisted clients in the onboarding process, and supported in-house managed funds. Nick graduated Cum Laude at the University of Louisville with a major in Finance. During his time there he was President of the Investment Club, represented the University in a valuation competition hosted by the CFA society, and held two internships working in investment research.Nick’s experiences have given him valuation skills vital to portfolio construction as a Wealth Advisor while also providing his clients with ongoing relational support. His services also include financial / retirement planning, tax preparation, and 401k consulting offering his clients a full suite of comprehensive management under Baynes Investment Counsel.E: ndrury@baynesinv.com
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FounderDrury Properties LlcNashville, Tn, Us
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Wealth Advisor | Portfolio ManagerBaynes Investment Counsel Llc Apr 2024 - PresentNashville, Tennessee, United StatesSupport individuals achieve their financial goals and objectives through investment portfolios that aim to generate efficient risk & tax management techniques. Advise client portfolios on individual stocks, bonds, ETFs, alternatives and more in a wide array of multi-asset class portfolios.· Prospect and manage all relationships under book of business.· Member of the investment committee supporting market commentaries, tactical allocation shifts and firm seminars· Provide clients with insightful, hands-on portfolio management with access to comprehensive planning -
FounderDrury Properties Llc Aug 2021 - PresentDrury Properties LLC is a real estate company. Primary focus is owning property and renting / leasing to individuals and businesses.
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Investment AnalystInterocean Capital Group, Llc May 2022 - Apr 2024Nashville, Tennessee, United StatesProvide supporting analysis for separately managed accounts, in-house equity strategies, and periodic market commentaries. Support investment committee with fundamental research and technical analysis on individual equities, bonds, ETFs, mutual funds etc. Construct portfolio reallocation for prospective and current clients. · Assist portfolio managers in portfolio decision-making, trade preparation and ongoing monitoring· Implementation and analysis to in-house derivative and hedging strategies · Sat in and supported current and prospective client meetings · Exposure to all corners of asset management: tax management, trading, onboarding and execution -
Investment ResearchStock Yards Bank & Trust Nov 2021 - Apr 2022Louisville, Kentucky, United StatesAssist portfolio managers with stock market analysis, specific company research and review / reallocate client portfolios. Pitch companies to investment team in weekly meetings and apply strategies of my own to managed accounts. · Provide buy side analysis of single company including self-created models, research and outlook · Support portfolio managers field client questions about specific holdings and market sentiment · Supported firm wide presentation covering digital assets, their potential applications in the real world and portfolios -
Investment ResearchCommonwealth Bank & Trust Company Oct 2020 - Nov 2021Louisville, Kentucky, United StatesProvide research and support to equity and fixed income portfolio managers as well as conduct tailored strategies of my own to client portfolios and Commonwealth managed funds. Utilized Bloomberg, Thomson One & research databases. · Projects include asset class research, sensitivity analysis and building stock valuation models· Analysis of client portfolios and preparation for incoming clients working closely with our Chief Investment Officer · Wrote sell side research report covering the Cyber Security Industry & gave pitch to investment team -
Customer Service RepresentativeCardinal Health Mar 2020 - Aug 2020RemotePerformed analytical, collaborative and innovative approaches to remove roadblocks in the supply chain for pharmaceutical & medical device products. Worked in field during COVID-19 for one of the top medical device suppliers in America.
Nick Drury Education Details
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Bsba Finance -
Investment Club PresidentInvestments And Securities -
Loveland High SchoolGeneral Education
Frequently Asked Questions about Nick Drury
What company does Nick Drury work for?
Nick Drury works for Drury Properties Llc
What is Nick Drury's role at the current company?
Nick Drury's current role is Founder.
What schools did Nick Drury attend?
Nick Drury attended University Of Louisville College Of Business, Investment Club President, Loveland High School.
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Nick Drury
Professional Known For Leading And Motivating Divergent Groups Of People To Complete Complex It Related Projects.Lexington, Ky -
Nick Drury
Student At Texas Christian University : Major In Entrepreneurship And Innovation : Minor In Energy, Technology, And ManagementSt Louis, Mo -
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