Nick Codola, CFA®, CAIA®

Experience

• 

  Boyne Resorts

  Nov 2009 - Apr 2019

  Ski Instructor

  • Made sure you didn't french fry when you should have pizza'd• All mountain instructor including moguls and carving• Professional Ski Instructor of America (PSIA)

• 

  Rhode Island Department of Revenue

  Feb 2019 - Jul 2019

  Economics Intern

  • Conducted analysis on proposed tax legislation impact on revenue for various industries• Conducted research on best practices for renewable and green legislation• Worked with Brown University to create a student project tasking students to leverage cognitive psychology practices to create suggestions to optimize tax form layouts

• 

  Orion Portfolio Solutions

  Sept 2019 - Aug 2021

  • Lead Analyst on Orion’s Concentrated Biotech Strategy, Megatrends Portfolio, and 529 Plans• Member of the Innovation Team which conducts research on companies and strategies involved indisruptive technologies like AI, gene-editing, and green technology• Conduct due diligence on Orion’s top tier strategies for their TAMP specializing in ESG • Investigate global sectors and regions for investment opportunities• Attribution and reporting analysis on State 529 College plans, and College Endowments• Manage live portfolios for VA accounts

  • Investment Research Analyst & Due Diligence Specialist

    Mar 2020 - Aug 2021

  • Jr. Investment Analyst

    Sept 2019 - Mar 2020
• 

  WealthPlan Group

  Aug 2021 - Oct 2023

  Sr. Research Analyst

  • Lead Analyst on all strategies• Work with the CIO to construct and rebalance portfolios• Integrate with the trading team to ensure best execution

• 

  Brinker Capital Investments

  Oct 2023 - now

  Sr. Portfolio Manager

  • Lead PM on the Core-Plus Strategy• Named PM on 529 Plans• Co-Anchor on Orion's 'Weighing the Risk' Podcast