Nick Otton, CFA, MBA
Senior Research Analyst, Small-Mid Cap Equities
Drawing on a decade of experience in investment management, Nick works with colleagues to select companies in which to invest for the firm’s Small-Mid Cap Fund. His knowledge of equities and fixed income gives him a broad perspective of asset classes when researching and choosing investments that align with CWB Wealth’s investment philosophy.
Nick holds a B.B.A. from Bishop’s University, and an MBA in Investment Management from Concordia. He also holds the CFA designation.