Nick Botticelli
Chief Investment Strategist, Head of Southeast Office
Nick serves as Chief Investment Strategist and brings over two decades of practical experience managing large and complex investment portfolios to the team. He leads the firm’s Investment Department and Chairs the Investment Policy Committee that is responsible for managing the global investment process, reviewing current investments, developing key strategic relationships, monitoring investment risk analytics, implementing asset allocation changes, investment manager oversight, sourcing of new investment opportunities, and creating client communications regarding the firm’s investment direction and philosophy.
He was most recently Vice President of Investment Strategy in the Investment Office at Exelon Corporation, where he led the team responsible for investment strategy, asset allocation, hedge funds and private credit across Exelon's $43 billion in assets. Prior to Exelon, he was the Director of Investment Strategy for Hirtle Callaghan, an Outsourced Chief Investment Officer, where he led key research and strategy programs and served as Senior Portfolio Manager for some of the firm’s largest clients. Previous to Hirtle Callaghan, Nick spent 17 years at Verizon Investment Management Corporation where he was Executive Director of Global Investments. In this capacity, he was responsible for asset allocation, manager selection, due diligence and supervision of $40 billion in Global Equities, Global Bonds, Hedge Funds, Currencies and Commodities.
Education:
Pace University: 1997, BA Computer Science