Profiel
Mr. Nick Carver, CFA, is a Vice President & Director of Investment Services at Legacy Private Trust Co. Mr. Carver has primary responsibility for Legacy’s investment process and was a Founding Officer when Legacy began business in 2004.
He has more than 30 years of investment management experience.
Previously, he was Chief Equity Officer at National Investment Services, Inc. in Milwaukee, Wisconsin.
Mr. Carver holds a BA in Philosophy, a JD from the University of Wisconsin, and the Chartered Financial analyst (CFA) designation.
Actieve functies van Nick Carver
| Bedrijven | Functie | Begin |
|---|---|---|
Legacy Private Trust Co.
 Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Oprichter | 01-01-2004 |
Eerdere bekende functies van Nick Carver
| Bedrijven | Functie | Einde |
|---|---|---|
National Investment Services, Inc.
 National Investment Services, Inc. Investment ManagersFinance Founded in 1993, National Investment Services, Inc. (NIS) is a registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of NIS Holding Corp. NIS manages assets for multi-employer funds (pension and health & welfare), corporations, individuals, state & local governmental entities, private funds and endowment & foundation funds. | Corporate Officer/Principal | - |
Opleiding van Nick Carver
| University of Wisconsin | Graduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Legacy Private Trust Co.
Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. | Finance |
National Investment Services, Inc.
National Investment Services, Inc. Investment ManagersFinance Founded in 1993, National Investment Services, Inc. (NIS) is a registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of NIS Holding Corp. NIS manages assets for multi-employer funds (pension and health & welfare), corporations, individuals, state & local governmental entities, private funds and endowment & foundation funds. | Finance |
