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Nick Koboldt
Portfolio Manager-Equities at
Moneta Group Investment Advisors LLC
Finance
Profile
Nicholas Koboldt has been working at Moneta Group Investment Advisors LLC since 2021.
The current position held is Director of Centralized Portfolio Management, starting in 2025.
Nick Koboldt active positions
| Companies | Position | Start |
|---|---|---|
Moneta Group Investment Advisors LLC
 Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance. | Portfolio Manager-Equities | 01/04/2021 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
3
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance. | Finance |
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