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Elfner, Nicholas S.

Elfner, Nicholas S.

Chair, Investment Committee

Board Member since 2018

Nicholas S. Elfner (Nick) is currently Senior Vice President and Co-Head of Investment Research at Breckinridge Capital Advisors, Inc in Boston. He sits on the firm’s Investment Committee where he is jointly responsible for setting investment strategy, asset allocation and sector weightings. Nick was a member of the Breckinridge Risk Committee (2011-2014) and Governance (2011-2012). He has been with the firm since 2009 and has 25 years of investment industry experience. Prior to Breckinridge, Nick was Vice President at Wellington Management Company where he researched and managed corporate bonds. He also held senior corporate bond research positions with Merrill Lynch & Co. Inc. in New York and Toronto. He began his career at Smith Barney & Co. in Tokyo and Hong Kong as an assistant trader. Nick is a member of the CFA Society Boston, Inc and the Fixed Income Analysts’ Society. He is a Trustee of Anatolia College and chairs school’s the Investment Committee. Nick also serves as an Alumni Senator for The Fenn School and was a member of the school’s Board of Visitors (2015-2017). He formerly sat on the Executive Committee of the Union Boat Club of Boston (2009-2014). Nick is currently a volunteer coach in the Cohasset, MA youth sports program where he lives with his wife (Raina) and sons Benjamin (10) and Samuel (9). Nick, a graduate of The Middlesex School (1988), also holds a BA from Middlebury College (1992), earned his MBA, Magna Cum Laude, from the F.W. Olin School of Business at Babson College (2011) and is a member of Beta Gamma Sigma, an academic honor society.

Last modified onΤετάρτη, 20 Ιουνίου 2018 13:36
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