![Nick Vaziri Nejad](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Nick V.
Nejad, CFA, is a Chief Investment Officer at Beverly Hills Private Wealth LLC.
Mr. Nejad was previously employed as a Director of Investment Research by KCS Wealth Advisory LLC, a Junior Research Analyst & Client Service Associate by del Rey Global Investors LLC, a Principal by Baker Street Capital LP, a Financial Analyst by Bank of America Oregon, NA, and an Analyst by Sempra.
He received his undergraduate degree from the University of California, Berkeley.
| Sociétés | Poste | Début |
|---|---|---|
Beverly Hills Private Wealth LLC
 Beverly Hills Private Wealth LLC Investment ManagersFinance Beverly Hills Private Wealth provides customized investment plan guided by their clients’ unique goals that leverage an open architecture. | Directeur en chef des Investissements | 01/07/2023 |
| Sociétés | Poste | Fin |
|---|---|---|
KCS Wealth Advisory LLC
 KCS Wealth Advisory LLC Investment ManagersFinance KCS Wealth Advisory is an active manager and generally utilizes fundamental analysis in the selection of individual equity securities. Additionally, they sometimes uses cyclical, and/or technical analysis and other specific strategies and resources in the method of analysis and selection of mutual funds and fixed income securities. | Directeur de la Recherche - Actions | 01/07/2023 |
Baker Street Capital LP
 Baker Street Capital LP Financial ConglomeratesFinance Engages in investment activities | Corporate Officer/Principal | - |
Bank of America Oregon, NA
 Bank of America Oregon, NA Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
| SEMPRA | Corporate Officer/Principal | - |
del Rey Global Investors LLC
 del Rey Global Investors LLC Investment ManagersFinance del Rey Global Investors (DRGI) offers investment advisory services focusing on international and global investment strategies. They take a long-term approach and implement their investment strategies through an active research-driven, fundamentals-based, value-oriented process. The firm 's investment discipline seeks to identify potential investments that trade at attractive absolute valuations, offer good downside protection/risk-reward and possess strong franchise quality. DRGI's three proprietary investment strategies include: International Equity, International Equity (ADR) and Global Equity. | Analyst-Equity | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 7 |
|---|---|
Sempra
 Sempra Gas DistributorsUtilities Operates as a holding company whose subsidiaries engages in transmission, distribution and storage of natural gas & electricity and develops, builds, operates and invests in energy infrastructure | Utilities |
Baker Street Capital LP
Baker Street Capital LP Financial ConglomeratesFinance Engages in investment activities | Finance |
del Rey Global Investors LLC
del Rey Global Investors LLC Investment ManagersFinance del Rey Global Investors (DRGI) offers investment advisory services focusing on international and global investment strategies. They take a long-term approach and implement their investment strategies through an active research-driven, fundamentals-based, value-oriented process. The firm 's investment discipline seeks to identify potential investments that trade at attractive absolute valuations, offer good downside protection/risk-reward and possess strong franchise quality. DRGI's three proprietary investment strategies include: International Equity, International Equity (ADR) and Global Equity. | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America Oregon, NA
Bank of America Oregon, NA Major BanksFinance Nationally chartered commercial bank | Finance |
KCS Wealth Advisory LLC
KCS Wealth Advisory LLC Investment ManagersFinance KCS Wealth Advisory is an active manager and generally utilizes fundamental analysis in the selection of individual equity securities. Additionally, they sometimes uses cyclical, and/or technical analysis and other specific strategies and resources in the method of analysis and selection of mutual funds and fixed income securities. | Finance |
Beverly Hills Private Wealth LLC
Beverly Hills Private Wealth LLC Investment ManagersFinance Beverly Hills Private Wealth provides customized investment plan guided by their clients’ unique goals that leverage an open architecture. | Finance |
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