Anne Nichols, CFA

Portfolio Manager at Comerica Bank

Location
Greater Detroit Area
Industry
Investment Management
Previous
  1. NorthPointe Capital,
  2. Fifth Third Bank,
  3. Munder Capital Management
Education
  1. Marquette University
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Background

Experience

Portfolio Manager

Comerica Bank
– Present (5 years 7 months)

Responsible for equity and balanced portfolio management for individuals and foundations. Duties include equity selection, tax efficient asset allocation, client servicing, and marketing to prospective clients. Co-manager of the Dynamic Focus strategy-a large cap focused growth strategy

Equity Analyst

NorthPointe Capital
(3 years 6 months)

Responsible for the equity research for the consumer discretionary and consumer staple stocks in the small capitalization value and smid portfolios. Worked closely with the portfolio manager and made specific buy and sell decisions for stocks in these sectors. Added value relative to the consumer discretionary and consumer staple stocks in the Russell 2000.

Senior Potfolio Manager

Fifth Third Bank
(3 years 2 months)

Responsible for equity and balanced portfolio management for individuals and foundations. Duties include equity selection, tax efficient asset allocation, client servicing, and marketing to prospective clients.

Senior Portfolio Manager

Munder Capital Management
(5 years 11 months)

Responsible for equity and balanced portfolio management for individuals, and endowments and foundations. Duties include equity selection, asset allocation, client servicing, and marketing to prospective clients. From 1996 to 1998, also responsible for research analysis of companies in the household product and beverage industries.

Senior Portfolio Manager

Woodbridge Capital Management
(2 years 7 months)

Responsible for equity and balanced portfolio management primarily for endowments and foundations. Duties included equity selection, asset allocation, client servicing, and marketing to prospective clients.

Portfolio Manger

Manufacturers National Bank
(3 years 8 months)

Provided client service for defined benefit and defined contribution plans invested in collective investment funds. Duties included developing asset allocation strategies as well as portfolio updates.

Equity Analyst

Manufacturers National Bank of Detroit
(9 years)

Equity Analyst

Manufacturers National Bank
(5 years 2 months)

Provided equity investment research, timely oral and written updates on buy list stocks. Made specific buy/hold/sell decisions to portfolio managers. Areas of responsibility included apparel, autos, chemicals, electrical equipment, environmental services and retailers.

Skills

  • Asset Allocation
  • Equities
  • Portfolios
  • Equity Research
  • High Net Worth...
  • Investment Advisory
  • Wealth Management
  • Investments
  • Portfolio Management
  • Endowments

Education

Marquette University

BS Business Administration with a concentration in Finance, Finance, Economics

Activities and Societies: Business Administraiton Student Council, Resident Advisor, Alpha Sigma Nu Member

Organizations

CFA Society of Detroit CFA Institute

Honors & Awards

Joe Glaser Award-Catholic Youth Organization of the Archdiocese of Detroit

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