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Nick Otton, CFA, MBA

Senior Research Analyst, Small-Mid Cap Equities

Nick Otton

Email
[email protected]

Office Phone
403.234.6101

Mobile Phone
647.984.9936

LinkedIn Profile
Nick Otton

Location
Calgary, Alberta

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.

Beyond the Office

Active in the kitchen and the gym, Nick also enjoys giving his funny bone a workout by listening to standup comedy. He serves as a board member of Bishop’s University SEED Investment Fund, which gives business students the opportunity to apply classroom knowledge in the real world.