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

Your top three favorite Podcasts/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.