It’s how you invest that makes all the difference.”
Nick joined The Tranel Financial Group in February of 2015 as a Client Service Representative. Nick then joined the Liberty One Investment Management team full-time in 2016. Nick’s background is unique as he was born in Malaysia, graduated high school in 2010 at the age of 16, and started his undergraduate studies at the University of Wisconsin-Whitewater shortly thereafter. After graduating from College in 2014 at the age of 19. Nick earned his CFA (R) accreditation in 2019—ranking among the top 10% of test-takers that year. Nick works as our Lead Analyst and Lead Portfolio Manager for The Tranel Financial Group and Liberty One Investment Management. He chairs our investment committee and is actively engaged with Advisors and platform partners who utilize Liberty One strategies.
Qualifications & Education
University of Whitewater—Wisconsin
Bachelors Degree in Finance