Nick S. Barnes, Cfa

Nick S. Barnes, Cfa Email and Phone Number

Director, Investments @ Obermeyer Wealth Partners
United States
Nick S. Barnes, Cfa's Location
Denver, Colorado, United States, United States
Nick S. Barnes, Cfa's Contact Details

Nick S. Barnes, Cfa work email

Nick S. Barnes, Cfa personal email

n/a
About Nick S. Barnes, Cfa

Nick S. Barnes, Cfa is a Director, Investments at Obermeyer Wealth Partners. He is proficient in Spanish.

Nick S. Barnes, Cfa's Current Company Details
Obermeyer Wealth Partners

Obermeyer Wealth Partners

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Director, Investments
United States
Website:
obermeyerwealth.com
Employees:
36
Nick S. Barnes, Cfa Work Experience Details
  • Obermeyer Wealth Partners
    Director, Investments
    Obermeyer Wealth Partners
    United States
    View
  • Obermeyer Wood Investment Counsel, Lllp
    Director, Investments
    Obermeyer Wood Investment Counsel, Lllp Sep 2024 - Present
    Colorado, United States
    View
  • Obermeyer Wood Investment Counsel, Lllp
    Analyst, Investments
    Obermeyer Wood Investment Counsel, Lllp May 2021 - Sep 2024
    Colorado, United States
    View
  • Vantage Investment Partners, Llc
    Operations Specialist / Asst. Trader / Analyst
    Vantage Investment Partners, Llc Oct 2013 - Apr 2021
    Kansas City, Missouri Area
    View
  • Avondale Partners
    Equity Research Intern
    Avondale Partners Jun 2013 - Sep 2013
    Prairie Village, Ks
    View
  • Boston Financial Data Services
    Flex Team Mutual Fund / Corporate Securities Representative
    Boston Financial Data Services Sep 2010 - Aug 2013
    Analyze checks and purchase them into client's requested fund and account for various client companiesQuality check associates work to ensure accuracy Perform maintenance on customer accounts by following strict legal and client firms proceduresProcess customer redemption requests from mutual fund and 529 college savings plans
    View
  • University Of Kansas
    Applied Portfolio Management Course
    University Of Kansas Jan 2013 - May 2013
    Successfully completed the Applied Portfolio Management course at KU for the spring 2013 semester. Actively made investment decisions for a $1.1 million portfolio that is part of the KU Endowment portfolio.Prepared analysts reports and valuation models on a weekly basis for presentation of companies currently held in the portfolio and companies that were targeted for purchase.Followed all news events and press releases for the companies held in the portfolio
    View

Nick S. Barnes, Cfa Education Details

Frequently Asked Questions about Nick S. Barnes, Cfa

What company does Nick S. Barnes, Cfa work for?

Nick S. Barnes, Cfa works for Obermeyer Wealth Partners

What is Nick S. Barnes, Cfa's role at the current company?

Nick S. Barnes, Cfa's current role is Director, Investments.

What is Nick S. Barnes, Cfa's email address?

Nick S. Barnes, Cfa's email address is ni****@****ood.com

What schools did Nick S. Barnes, Cfa attend?

Nick S. Barnes, Cfa attended University Of Kansas.

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