Nicholas C. Newell, MBA, CFA, FRM®, CAIA

Nick is our Head Trader and Partner at MCF, based in our Covington office. He supports portfolio rebalancing and strategy implementation for both institutional and wealth management clients. He also conducts investment research focused on asset allocation, due diligence, security selection, and risk management. Nick is a member of MCF’s Executive Investment Committee, which guides the firm’s investment outlook and strategy.

He is a CFA® Charter holder, Chartered Alternative Investment Analyst (CAIA), and Financial Risk Manager (FRM®). Nick holds an MBA and a Master of Science in Finance from the University of Cincinnati. Prior to joining MCF in 2017, he worked for two years at a broker-dealer.

In his free time, Nick enjoys baking, reading, studying ancient Greek history, and collecting rare coins.