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Nick Colletta, CAIA

Nick Colletta, CAIA

Director of Investments

My Story

Financial markets have always been very interesting to me. The feeling of being able to incorporate what I have learned, apply it to my job, and know that things are constantly changing keeps my mind stimulated.

Being a financial analyst provides continuous learning experiences, as well as consistent improvement which is always needed when it comes to investment, analysis, and management. I first started my financial career with a background in economics. I was drawn to the market, which led me to be an analyst, and quickly turned into a passion. Mr. Kevin Kurimoto, who was once my professor, gave me the opportunity to learn and use my skills at the company. This eventually led to me to working at K2 Financial Partners.

Currently, I am the Director of Investments here at K2 Financial. My role calls for generating strategies, economic research, client reviews, trading, and analytical assistance to advisors.

My mission is to assist advisors and their clients by picking the best investment for them to reach their financial goals.

 Qualifications

  • B.S. in Finance and Minor in Economics
  • Level 3 CFA candidate
  • CAIA
  • Series 65

About Me

When I am not analyzing investments, I like to analyze chess strategies. My other passions are reading both suspense and informational books. A favorite book of mine is Antifragile: Things That Gain from Disorder by Nassim Nicholas Taleb, which is about probability. When I am not reading, you can find me on the courts, either watching or playing basketball.