Nicholas Schiavone Email & Phone Number

Hunt Valley, Maryland, United States

- Support the Chief Investment Officer with research of macroeconomic trends and how they relate to a a client’s asset allocation- Utilize a top-down approach to research to discover potential asset allocation decisions to benefit client portfolios - Trade execution for manager directed trades through the company’s Model Delivery platform, as well as execute client and advisor directed trades - Monitor and track manager and model performance - Assist in data gathering and… Show more - Support the Chief Investment Officer with research of macroeconomic trends and how they relate to a a client’s asset allocation- Utilize a top-down approach to research to discover potential asset allocation decisions to benefit client portfolios - Trade execution for manager directed trades through the company’s Model Delivery platform, as well as execute client and advisor directed trades - Monitor and track manager and model performance - Assist in data gathering and presentations for firm-wide Investment Committee meetings Nick sits on the Strategy team, as well as the Investment Committee where he shares ideas and analysis of current macroeconomic and asset class trends. Show less

- Named Head Coach of Towson University’s ACHA D1 Men’s Ice Hockey team in October 2022, after spending three previous seasons as an Assistant Coach. - Responsible for managing a team of 25-30 young men, while also managing a staff of five coaches Nick is passionate about coaching young men at the collegiate level and not only coaches them at the sport, but guides them throughout their college career to become productive members of society post-grad.

Towson, Maryland

- Performed in-depth fundamental analysis on various companies analyzing SEC filings, FactSet, Bloomberg, etc. - Constructed various financial models to appropriately value companies - Generated reports that were shared at weekly meetings with the Portfolio Manager

- Actively managed a $300,000 portfolio of University Endowment money. - Made buy/sell/hold decisions based on deep fundamental analysis. - Provided the group with research reports/presentations for potential investments.

Towson, Maryland, United States

- Constructed in-depth equity research reports on prospective investments for the student-run investment portfolio. - Analyzed various companies with fundamental analysis to value prospective and currently held investments. - Generated financial models to fairly value companies, including: Comps Analysis, Ratio Analysis, Three-Statement Projection Model, DCF Model, and Sensitivity Analysis.

Worked closely with kids aged 14 and under in developing their hockey skills. Assisted the head coach on the bench during games and helped organize practices.

- Participated in a semester long program covering the fundamentals of value investing, financial analysis,financial modeling, credit analysis and equity research.- Completed multiple reading and hands-on assignments covering topics such as financial analysis &accounting, business model analysis, valuation, discounted cash flow modeling, M&A / LBO modeling and compiling research reports. - WD-40Company: Created a full discounted cash flow model and full projection model on… Show more - Participated in a semester long program covering the fundamentals of value investing, financial analysis,financial modeling, credit analysis and equity research.- Completed multiple reading and hands-on assignments covering topics such as financial analysis &accounting, business model analysis, valuation, discounted cash flow modeling, M&A / LBO modeling and compiling research reports. - WD-40Company: Created a full discounted cash flow model and full projection model on WD-40, in addition to a detailed business analysis, and concluded the equity was overvalued by more than 50%.- Hawkins Inc.and WD-40Company Merger: Built a detailed M&A model for this potential acquisition of HWKN by WDFC, and found thatan acquisition would result in 30%+ EPS accretion within the first year. Show less

Undergraduate, Finance, General

Activities and Societies: Vice President of Men's Division 1 Ice Hockey (ACHA) Co-Portfolio Manager - Towson University Investment Group.

Education record

Activities and Societies: Peer Educator Varsity Ice Hockey As a Peer Educator, I spoke with freshmen in a classroom setting.