Nicholas Follett

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