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Nick Colletta, CFA, CAIA
Chief Investment Officer
CFA, CAIA, Bachelors in Finance, minor in Economics.
Nick Colletta is a highly educated professional with a CFA and CAIA designation, a Bachelor’s degree in Finance and Economics, and he’s on track to complete his Masters in Information Systems & Data Science in spring 2024.
“The more we sweat in peace, the less we bleed in war” — Norman Schwarkopf
What are some interesting facts about you?
I played college basketball for 2 years and I was originally planning on going to law school before I took an interest in markets.
What do you do at Bridge?
Manage and implement all parts of the investment process, conduct economic research, and communicate that research with our advisors and clients.
What are your credentials/past experience, for working in your position?
I was previously Chief Investment Officer of another RIA located in Southern California. My role there was very similar to my role here, which is to manage and implement all parts of the investment process, conduct economic research, and communicate with clients.
What’s your Archetype?
Debater ENTP-A
What do you like about working at Bridge?
Everyone is dedicated to providing a great client experience.
What are the Bridge Advisory Core Values that drive you?
Be excellent is a value that drives me. I want to be the best I can possibly be at my job, and that is something that drives me every day.
Your top three favorite Podcasts/Books?
Books: Antifragile, The Price of Time, and Beyond Diversification
Podcasts: The Drive by Peter Attia, MacroVoices by Erik Townsend, Forward Guidance with Jack Farley
What do you enjoy doing when you are not working?
Reading, working out, watching Netflix, spending time with my friends and family
What are you looking forward to?
I am looking forward to finishing my Masters degree so I can have my weekends back!
What makes you smile?
Seeing my friends and family succeed.
What would you do if you won the lottery?
Take care of all the people closest to me, invest the rest!
What’s the best adventure you’ve taken? Or favorite place you’ve traveled to?
I’ve been to China 2 times. One to shoot a Pepsi commercial when I was 8 and another to play in a basketball tournament when I was 13. Both of those experiences were amazing adventures.