Nick Tan, CFA, CAIA
Institutional Sales Associate
Nick Tan, CFA, CAIA, is an institutional sales associate. His primary responsibility is to expand 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 firm in 2017, Nick worked as an investment consultant at Willis Towers Watson for five years, specifically with OCIO corporate defined benefit and defined contribution clients. He brings seven years of industry experience to the firm. Nick graduated from the University of Michigan with a dual degree in bachelor of business administration and bachelor of arts in organizational studies in 2010. 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.