Nick Drury

Nick Drury Email and Phone Number

Nashville, TN, US
Nick Drury's Location
Nashville, Tennessee, United States, United States
About Nick Drury

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

Nick Drury's Current Company Details
Drury Properties LLC

Drury Properties Llc

View
Founder
Nashville, TN, US
Nick Drury Work Experience Details
  • Drury Properties Llc
    Founder
    Drury Properties Llc
    Nashville, Tn, Us
  • Baynes Investment Counsel Llc
    Wealth Advisor | Portfolio Manager
    Baynes Investment Counsel Llc Apr 2024 - Present
    Nashville, Tennessee, United States
    Support 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
  • Drury Properties Llc
    Founder
    Drury Properties Llc Aug 2021 - Present
    Drury Properties LLC is a real estate company. Primary focus is owning property and renting / leasing to individuals and businesses.
  • Interocean Capital Group, Llc
    Investment Analyst
    Interocean Capital Group, Llc May 2022 - Apr 2024
    Nashville, Tennessee, United States
    Provide 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
  • Stock Yards Bank & Trust
    Investment Research
    Stock Yards Bank & Trust Nov 2021 - Apr 2022
    Louisville, Kentucky, United States
    Assist 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
  • Commonwealth Bank & Trust Company
    Investment Research
    Commonwealth Bank & Trust Company Oct 2020 - Nov 2021
    Louisville, Kentucky, United States
    Provide 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
  • Cardinal Health
    Customer Service Representative
    Cardinal Health Mar 2020 - Aug 2020
    Remote
    Performed 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

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.

Not the Nick Drury you were looking for?

  • Nick Drury

    Sponsor At Kiewit
    Vancouver, Wa
    2
    engineerme.com, kiewit.com
  • 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 Management
    St Louis, Mo
  • Nick Drury

    Trial Attorney At Karlin, Fleisher & Falkenberg, Llc
    Greater Chicago Area
    3
    gmail.com, dbmslaw.com, kff-law.com

    2 +121736XXXXX

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.