Nick Fazzie
Director @ Hirtle, Callaghan & Co. | CFA, Investment Management
- Role
- Director Institutional Portfolio Management at Hirtle & Co
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Nick Fazzie
As the Director of Institutional Portfolio Management at Hirtle, Callaghan & Co, I lead a team of portfolio managers who provide customized investment solutions to nonprofit organizations across the country. With over 20 years of experience in the investment services industry, I have a deep understanding of the unique challenges and opportunities that nonprofits face in achieving their financial goals and fulfilling their missions.My core competencies include outsourced chief investment officer (OCIO) services, portfolio construction and management, client development and retention, and performance attribution and monitoring. I leverage my skills and credentials to deliver high-quality service, insightful advice, and tailored strategies to our clients, while building and maintaining strong relationships with them. I also collaborate with internal and external partners, such as money management firms, investment consultants, and custodians, to ensure alignment and integration of our investment solutions. My passion is to help nonprofits optimize their investment portfolios and maximize their impact.
Experience
Director Institutional Portfolio Management
May 2019 — Present
Education
University of Delaware
MBA, Finance
2002 — 2004
University of Delaware
BS, Accounting
1998 — 2002
CFA Institute
CFA Charter
Skills
- Wealth Management
- Investment Advisory
- Client Development
- Trading
- Tactical Asset Allocation
- Investments
- Due Diligence
- Financial Services
- Crm
- Microsoft Crm
- Hedge Funds
- Analysis
- Performance Attribution
- Finance
- Valuation
- Bloomberg
- Asset Allocation
- Mutual Funds
- Financial Modeling
- Chartered Financial Analyst
- Institutional Investments
- Strategy
- Client Service
- Family Office
- Emerging Markets
- Equities
- Investment Management
- Fund of Funds
- Outsourced Solutions
- Financial Markets
- Capital Markets
- Account Reconciliation
- Economics
- Management
- Investor Relations
- Bonds
- Venture Capital
- Securities
- Board Governance
- Financial Analysis
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