Nick Skillman
Analyst-Equity chez Fogel Capital Management, Inc.
Profil
Mr. Nicholas D.
Skillman, CFA, is an Investment Analyst at Fogel Capital Management, Inc. He joined Fogel Capital Management in the spring of 2019.
He serves as an investment analyst, developing reports to communicate with clients regarding their security allocation, income projection, risk exposure, tax implications, and scenario analysis.
He received his undergraduate degree from the University of Florida.
He holds the Series 65 Uniform Investment Advisor License.
Postes actifs de Nick Skillman
Sociétés | Poste | Début |
---|---|---|
Fogel Capital Management, Inc.
Fogel Capital Management, Inc. Investment ManagersFinance Fogel Capital Management, Inc. (Fogel Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stuart, Florida. The firm was founded by Marvin and Charlene Fogel in 1995. Fogel Capital offers comprehensive wealth management services for private investors or institutions. | Analyst-Equity | 01/05/2019 |
Formation de Nick Skillman
University of Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Fogel Capital Management, Inc.
Fogel Capital Management, Inc. Investment ManagersFinance Fogel Capital Management, Inc. (Fogel Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stuart, Florida. The firm was founded by Marvin and Charlene Fogel in 1995. Fogel Capital offers comprehensive wealth management services for private investors or institutions. | Finance |