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Nick Buckley

Nick Buckley is an Associate Portfolio Manager at Coldstream Wealth Management.1 He joined the company in 2024 and brings over ten years of experience in the finance industry. Nick works closely with Portfolio Managers to execute daily trades, monitor portfolio models, and rebalance accounts. He is also part of the Investment Strategy Group (ISG) at Coldstream, where he collaborates with other Portfolio Managers to discuss market and economic trends and make firm-level portfolio recommendations.1

Prior to joining Coldstream, Nick held positions as a Research Analyst at Arnerich Massena, an Investment Analyst at Meketa Investment Group, a Corporate Development Manager at Nike, and a Valuations Associate at BDO USA LLP.1

Nick earned his bachelor's degree in accounting from Santa Clara University and is a former CPA. He has also earned the Chartered Financial Analyst® (CFA®) designation.1

Outside of work, Nick enjoys listening to audiobooks, playing tennis and golf, following sports teams, attending live music and stand-up comedy events, and spending time with his family.1

Highlights

Jan 3 · en.wikipedia.org
Nick Buckley - Wikipedia
Dec 28 · coldstream.com
Nick Buckley - Coldstream Wealth Management
Nick Buckley - Coldstream Wealth Management
Sep 12 · burgoynes.com
Nick Buckley - Burgoynes People

Related Questions

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Nick Buckley
Nick Buckley, photo 1
Nick Buckley, photo 2
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