Nick Henry Email & Phone Number
@nhsports.co
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Who is Nick Henry? Overview
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Nick Henry is listed as Financial Analyst at NH Sports, a company with 3 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at nhsports.co and a matched LinkedIn profile for Nick Henry.
Nick Henry previously worked as Wealth Analyst - Investments & Special Projects at Bmo Wealth Management - U.S. and Co-Founder at Nh Sports. Nick Henry holds Bachelor Of Science - Bs, Business Administration from California State University-Dominguez Hills.
Email format at NH Sports
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AeroLeads found 1 current-domain work email signal for Nick Henry. Compare company email patterns before reaching out.
About Nick Henry
I am a wealth management professional and CFA Level II candidate with a strong background in portfolio analysis, tailored asset allocation, and regulatory compliance for high-net-worth clients. I enjoy supporting portfolio managers across complex investment landscapes, balancing hands-on trade execution, cash management, and strategic rebalancing to help clients achieve their financial goals.I also bring experience in leading large-scale projects, such as restructuring investment policy statements, and mentoring new analysts in compliance, trading, and best practices. I’m passionate about delivering value and transparency in portfolio management and am continuously working to expand my expertise as I pursue the CFA designation.
Listed skills include Protection Planning/Family Security, Term Life Insurance, Whole Life Insurance, Retirement Planning, and 1 others.
Nick Henry's current company
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Nick Henry work experience
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Wealth Analyst - Investments & Special Projects
Current- Support 7 portfolio managers by executing account rebalancing trades, raising cash for distributions, and ensuring all accounts are in line with investment compliance rules
- Create customized client performance materials, including IRR reports, treasury ladders, and fund fee analyses to prepare portfolio managers for client meetings
- Execute trade decisions based on model allocation targets and portfolio weight analysis, optimizing client portfolios to align with investment goals
- Train over 6 new analysts on investment compliance tasks, trading procedures, and Investment Policy Statement creation
- Lead and train a team of 5 analysts in a large-scale Investment Policy Statement (IPS) project, re-categorizing over 600 IPS documents
- Analyze gains and tax implications for clients, strategically managing sell decisions to minimize tax burdens when raising cash for distributions
Co-Founder
- Created, analyzed, and optimized business strategy, productivity, and efficiency for a mobile sports, fitness, and personal training brand
Equity Analyst & Trader
- Conducted research to identify the critical factors and catalysts in a group of stocks
- Developed and maintained financial forecasts & valuation models
- Assisted in the issuing of investment recommendations
- Complemented and hedged equity-driven investment strategies using derivatives and long/short pairs trading approaches
- Communicated investment ideas to the Portfolio Manager, both orally and through written analysis reports
- Generated trade ideas in a group trading challenge resulting in a 9.2% outperformance of the S&P 500 in a 1 month time frame
Financial Services Representative
- Provided wealth management services including insurance planning and investment product guidance to high-net-worth individuals and families
- Maintained robust knowledge of securities products, insurance products, and market trends to inform investment recommendations
- Communicated the Macro Asset Perspective asset allocation strategy to prospective clients
Nick Henry education
Bachelor Of Science - Bs, Business Administration
Equity Research And Derivatives Trading
Frequently asked questions about Nick Henry
Quick answers generated from the profile data available on this page.
What company does Nick Henry work for?
Nick Henry works for NH Sports.
What is Nick Henry's role at NH Sports?
Nick Henry is listed as Financial Analyst at NH Sports.
What is Nick Henry's email address?
AeroLeads has found 1 work email signal at @nhsports.co for Nick Henry at NH Sports.
Where is Nick Henry based?
Nick Henry is based in Los Angeles, California, United States while working with NH Sports.
What companies has Nick Henry worked for?
Nick Henry has worked for Nh Sports, Bmo Wealth Management - U.S., Liberfield Capital, and New York Life Insurance Company.
How can I contact Nick Henry?
You can use AeroLeads to view verified contact signals for Nick Henry at NH Sports, including work email, phone, and LinkedIn data when available.
What schools did Nick Henry attend?
Nick Henry holds Bachelor Of Science - Bs, Business Administration from California State University-Dominguez Hills.
What skills is Nick Henry known for?
Nick Henry is listed with skills including Protection Planning/Family Security, Term Life Insurance, Whole Life Insurance, Retirement Planning, and Life Insurance Strategies.
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