Nick Rounds
Portfolio Manager-Equities at InterOcean Capital Group LLC
Profile
Mr. Nicholas D.
Rounds, CFA, is a Portfolio Manager at InterOcean Capital Group LLC.
He serves as a Portfolio Manager primarily for the Schwab Advisor Network division at the firm.
He focuses on client asset allocations, investment planning, strategy and research.
He has over 6 years of investment experience.
He earned a Bachelor of Science in Finance from Northern Illinois University.
He is a CFA charter holder and is a member of the CFA Society of Chicago.
Nick Rounds active positions
| Companies | Position | Start |
|---|---|---|
InterOcean Capital Group LLC
 InterOcean Capital Group LLC Investment ManagersFinance InterOcean Capital Group LLC (IOC) is a SEC-registered investment adviser and wealth management firm headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). IOC provides wealth management and portfolio management investment advisory services to individuals, family offices, and institutions. | Portfolio Manager-Equities | 2020-09-30 |
Former positions of Nick Rounds
| Companies | Position | End |
|---|---|---|
Eastern Avenue LLC
 Eastern Avenue LLC Investment ManagersFinance Eastern Avenue LLC is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Jeffrey Camp and Rege Eisaman in 2005 as InterOcean Capital LLC. Eastern Avenue provides wealth management solutions to individuals, high net-worth individuals and families, family offices, institution, charitable organizations, foundations, and endowments. | Analyst-Equity | 2020-09-30 |
Training of Nick Rounds
| Northern Illinois University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Eastern Avenue LLC
Eastern Avenue LLC Investment ManagersFinance Eastern Avenue LLC is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Jeffrey Camp and Rege Eisaman in 2005 as InterOcean Capital LLC. Eastern Avenue provides wealth management solutions to individuals, high net-worth individuals and families, family offices, institution, charitable organizations, foundations, and endowments. | Finance |
InterOcean Capital Group LLC
InterOcean Capital Group LLC Investment ManagersFinance InterOcean Capital Group LLC (IOC) is a SEC-registered investment adviser and wealth management firm headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). IOC provides wealth management and portfolio management investment advisory services to individuals, family offices, and institutions. | Finance |
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