Nick Tan, CFA, CAIA
Institutional Sales Associate
Nicholas Tan, CFA, CAIA, is an institutional sales associate responsible for expanding the firm's relationships with investment consultants and US institutional plan sponsors, including public and corporate pension funds, endowments and foundations, and Taft-Hartley plans. Prior to joining the organization, Nick worked as an investment consultant at Willis Towers Watson for five years, specifically with OCIO corporate defined benefit and defined contribution clients. Nick has eight years of industry experience and has been with the firm since 2017. He graduated from the University of Michigan with a BA in business and BA In organizational studies. He Is a CFA® and CAIA® charterholder. He maintains the Series 7 and 63 licenses and is a registered representative of Foreside Fund Services, LLC.