Nickolas Urpi Email and Phone Number
I am a Founder and Partner at Emergent and conduct financial and economic research that the firm uses to develop investment strategies, as well as create custom financial plans to the needs and goals of our clients. That's all when I'm not enjoying Charlottesville vineyards and restaurants, reading and writing, playing the piano and tennis, and relaxing at the end of a long day with a cup of espresso! Prior to founding Emergent, I was a co-founder of Bell Tower Associates, LLC., an economic and investment research firm, where I served as a research analyst working on monthly and quarterly reports, portfolio universe creation, biotechnology research, and analyst recommendations. Before founding Bell Tower Associates, I served as an intern for Cypress Asset Management.I received my Bachelor of Arts degree, cum laude, from the University of Virginia. Feel free to reach out to me at nurpi@emergentfs.com or visit emergentfs.com to talk about your financial situation or financial planning needs.
Emergent Financial Services, Llc
View- Website:
- emergentfs.com
- Employees:
- 5
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Partner And Research AnalystEmergent Financial Services, LlcCharlottesville, Va, Us -
Partner / Research AnalystEmergent Financial Services, Llc Aug 2017 - PresentCharlottesville, Virginia Area -
Partner / Founder / Chief Marketing Officer / Investment StrategistEmergent Financial Services, Llc Aug 2017 - PresentI provide value to clients by creating a financial plan and investment strategy based on their needs and goals, as well as creating content and digital media that articulates Emergent's investment philosophy. -
Partner / Research AnalystBell Tower Associates 2014 - PresentCharlottesville, Virginia AreaCompany marketing, production of biotechnology research reports, portfolio analysis and universe creation for clients, production of business content and weekly reports, ghostwriting
Nickolas Urpi Skills
Nickolas Urpi Education Details
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History -
Associate’S Degree
Frequently Asked Questions about Nickolas Urpi
What company does Nickolas Urpi work for?
Nickolas Urpi works for Emergent Financial Services, Llc
What is Nickolas Urpi's role at the current company?
Nickolas Urpi's current role is Partner and Research Analyst.
What schools did Nickolas Urpi attend?
Nickolas Urpi attended University Of Virginia, Piedmont Virginia Community College.
What are some of Nickolas Urpi's interests?
Nickolas Urpi has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Animal Welfare.
What skills is Nickolas Urpi known for?
Nickolas Urpi has skills like Microsoft Office, Data Analysis, Analysis, Qualitative Research, Powerpoint, Economics, History, Writing, Research, Microsoft Excel, Finance, Spanish.
Who are Nickolas Urpi's colleagues?
Nickolas Urpi's colleagues are Alex Urpí, Cfa, Xavier Urpi, Xavier Urpi, Michael Urpi.
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