Allan C. Nichols
Gestionnaire de Portefeuille-Actions chez Clifford Capital Partners LLC
Profil
Mr. Allan C.
Nichols, CFA MBA, is a Portfolio Manager & Principal at Clifford Capital Partners LLC.
Prior to joining Clifford in 2019, he spent fifteen years at Morningstar as a Senior Equity Analyst with a focus on Europe, living in the Netherlands for three years to establish the firm’s European office for equity analysts.
Before joining Morningstar in 2004, he was a Senior Equity Analyst and Portfolio Manager at Kirr, Marbach & Co., working on the firm’s international equity team.
In addition to his years of experience in equity portfolio management and analysis, he also volunteered for two years in Southeast England with an international non-governmental organization.
He graduated from the University of Utah with a B.S.
in Finance with an emphasis in investments and received his M.B.A.
from Indiana University with an emphasis in Finance and Economics.
He holds the Chartered Financial Analyst designation.
Postes actifs de Allan C. Nichols
| Sociétés | Poste | Début |
|---|---|---|
Clifford Capital Partners LLC
 Clifford Capital Partners LLC Investment ManagersFinance Clifford Capital Partners LLC (CCP) is an independent registered investment advisor headquartered in Alpine, Utah. The firm was founded by Ryan Batchelor and Wayne Pierson in 2010. CCP provides portfolio management services to individuals, trusts, estates, corporations, charitable organizations, other investment advisers, institutions and registered investment companies. | Gestionnaire de Portefeuille-Actions | 01/03/2023 |
Anciens postes connus de Allan C. Nichols
| Sociétés | Poste | Fin |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | 01/06/2019 |
Morningstar Holland BV
 Morningstar Holland BV Investment ManagersFinance Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit. | Analyst-Equity | 01/05/2017 |
Kirr, Marbach & Co. LLC
 Kirr, Marbach & Co. LLC Investment ManagersFinance Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company. | Analyst-Equity | - |
Indiana University Foundation, Inc.
 Indiana University Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Indiana University Foundation provides financial support to education and charitable causes. The company was founded in 1936 and is headquartered in Bloomington, IN. | Corporate Officer/Principal | - |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | - |
Formation de Allan C. Nichols
| University of Utah | Undergraduate Degree |
| Indiana University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Kirr, Marbach & Co. LLC
Kirr, Marbach & Co. LLC Investment ManagersFinance Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company. | Finance |
Indiana University Foundation, Inc.
Indiana University Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Indiana University Foundation provides financial support to education and charitable causes. The company was founded in 1936 and is headquartered in Bloomington, IN. | Miscellaneous |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
Clifford Capital Partners LLC
Clifford Capital Partners LLC Investment ManagersFinance Clifford Capital Partners LLC (CCP) is an independent registered investment advisor headquartered in Alpine, Utah. The firm was founded by Ryan Batchelor and Wayne Pierson in 2010. CCP provides portfolio management services to individuals, trusts, estates, corporations, charitable organizations, other investment advisers, institutions and registered investment companies. | Finance |
Morningstar Holland BV
Morningstar Holland BV Investment ManagersFinance Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit. | Finance |
