The Retirement Corporation of America

Nick Brandt, CFA, CFP®

Senior Portfolio Management Associate

 

Nick’s role at our firm includes portfolio management and investment research. He is a member of our Investment Policy Committee and is responsible for economic and mutual fund manager research.

Nick is a CERTIFIED FINANCIAL PLANNER™ practitioner and recently earned the Chartered Financial Analyst® designation. He is a member of the CFA Institute and the CFA Society of Cincinnati.

Outside of work, Nick enjoys traveling, cooking and riding his motorcycle. He also follows the Cincinnati Bengals and Reds and continues to play rugby for a local club.

Nick started his career at Baystate Financial Services in Boston where he focused on insurance marketing and financial planning. Upon returning to the Cincinnati area, he worked for Fifth Third Bank in their Financial Planning Group as an analyst. Most recently prior to coming to Retirement Corporation of America, Nick worked for an Ameriprise Financial practice in a portfolio management and financial planning capacity.

Nick is a 2004 graduate of Bentley University in Waltham, Massachusetts, where he earned his Bachelor of Science in Finance.