Nicholas Follett, CFA®, CAIA

Nicholas Follett, CFA®, CAIA

Research Analyst, Fixed Income


  • Facilitates due diligence and research activities on real asset-focused investments (commercial real estate, commodities, infrastructure, and natural resources)
  • Holds FINRA Series 7 and 63 securities registrations and the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations
  • Holds a bachelor’s in business administration from California State University, Chico, and a master’s in finance from San Diego State University
  • Has prior experience at LPL Financial