Nick Westrick

Direktor der Forschung - Eigenkapital bei

Stewart Capital Advisors LLC

Finance

Consumer Services

Profil

Mr. Nicholas J.
Westrick, CFA, is a Director of Research at Stewart Capital Advisors LLC.
He supports equity research and portfolio strategy decisions and works directly with clients to construct and to manage their investment portfolios.
He is the lead analyst for consumer discretionary and technology and often works closely on evaluations of telecommunications companies.
With other members of the Investment Policy and Strategy Committee, his work and decision making contribute to the Firm’s investment strategies.
Prior to joining Stewart Capital Advisors in 2011, Mr. Westrick was employed as a credit analyst for S&T Bank, and he interned with Stewart Capital Advisors while he pursued his finance degree.
He received a bachelor’s degree in finance from Indiana University of Pennsylvania.
He also has a bachelor’s degree in sociology from The Ohio State University.
He holds the Chartered Financial Analyst designation, and he is a member of the CFA Institute and the Pittsburgh Society of Financial Analysts.
He holds an advisory series 65 license.

Aktive Positionen von Nick Westrick

Unternehmen	Position	Beginn
Stewart Capital Advisors LLC Stewart Capital Advisors LLC Investment ManagersFinance SCA uses a fundamental bottom-up approach with a long-term perspective. The firm primarily invests in equities, fixed income securities, mutual funds, exchange traded funds (ETFs) through its managed portfolios and asset allocation strategies. Stocks are considered for purchase when they are trading below a calculated value. They will sell a stock when it believes the stock becomes fairly valued, the stock can be replaced with a better risk/reward opportunity, the stock declines substantially in price or the stock is subject to a merger or acquisition.	Direktor der Forschung - Eigenkapital	01.01.2023

Alle aktiven Positionen von Nick Westrick

Ehemalige bekannte Positionen von Nick Westrick

Unternehmen	Position	Ende
S&T Bank S&T Bank Regional BanksFinance Operates as a state chartered bank	Corporate Officer/Principal	-

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Private Unternehmen	4
Stewart Capital Advisors LLC Stewart Capital Advisors LLC Investment ManagersFinance SCA uses a fundamental bottom-up approach with a long-term perspective. The firm primarily invests in equities, fixed income securities, mutual funds, exchange traded funds (ETFs) through its managed portfolios and asset allocation strategies. Stocks are considered for purchase when they are trading below a calculated value. They will sell a stock when it believes the stock becomes fairly valued, the stock can be replaced with a better risk/reward opportunity, the stock declines substantially in price or the stock is subject to a merger or acquisition.	Finance
S&T Bank S&T Bank Regional BanksFinance Operates as a state chartered bank	Finance
Indiana University of Pennsylvania Indiana University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Ohio State University The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services