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Nicholas Downer

Co-Head - Advisory Services at Opto Investments

Nicholas Downer is currently the Head of Advisory Services at Opto Investments, based in San Diego County, California.1 He has held this position since May 2023, after serving as Co-Head of Advisory Services from January 2022 to June 2023.1

Downer's professional background includes:

  • Vice President at PIMCO (April 2020 - January 2022)
  • Head of Strategic Relationships and Vice President at Gurtin Municipal Bond Management (October 2012 - April 2020)
  • Investment Banking Analyst at Jefferies & Company (2011 - 2012)1

He holds several financial industry certifications, including Series 79, 65, 63, 6, 7, and 3 licenses.1

Downer received his education from Dartmouth College (2007 - 2011) and Phillips Exeter Academy (2003 - 2006).1

At Opto Investments, Downer oversees engagement efforts with the wealth management community, finding productive ways for Opto to partner with their practices.2 He emphasizes the importance of collaboration and connectivity in the company's hybrid-remote work environment.3

Highlights

Jan 1 · optoinvest.com
About us - Opto Investments
About us - Opto Investments
Sep 26 · builtin.com
How Opto Investments Flexes Its Company Culture - Built In
How Opto Investments Flexes Its Company Culture - Built In
DIY Sous Vide Heating Immersion Circulator for About $75

Related Questions

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Nicholas Downer
Nicholas Downer, photo 1
Nicholas Downer, photo 2
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Location

San Diego County, California, United States