Nick Carver has primary responsibility for Legacy’s investment process and was a founding officer when Legacy began business in 2004. He holds a BA in Philosophy, a JD from the University of Wisconsin, and the Chartered Financial analyst (CFA) designation. Previously, he was Chief Equity Officer at National Investment Services, Inc. in Milwaukee, Wisconsin. Nick has more than 30 years of investment management experience.
Mr. Carver is a real student of investment analysis and portfolio management. He has an insatiable curiosity regarding matters involving modern portfolio theory and developing concepts in the area of personal finance, particularly those areas that have a strong quantitative and statistical nature. He is very well read, a technology fanatic, and a competitive sailor. In his spare time, he enjoys playing the electric guitar and frequently blogs on matters of music.
Supporting Nick and the portfolio managers is Nicole T. Jones, Investment Operations Officer. She provides support to investment and trust operations and coordinates daily trading activities. Nicole holds a BS from the University of Wisconsin – Oshkosh. She has over 10 years of trust experience and also has a background in business law from a prior employer. Nicole is meticulous when reviewing important reports and performing her daily activities and is a valuable asset to the investment team. Nicole can be reached via phone at 920.967.5058.