Nicholas Follett
Manager, Fixed Income
- Analyzes fixed income funds and ETFs, responds to advisor requests, and assists with fixed income market research
- Evaluates and selects managers and disseminates research in the international and emerging markets asset classes
- Responds to advisor inquiries on fixed income portfolio construction, fund research, and equity portfolio reviews
- Holds the FINRA Series 7 securities registration
- Earned a BFA in jazz performance from the New School for Social Research and an MBA in finance from San Francisco State University
