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Nick Petrovich

Nick Petrovich

Vice President of Business Development at Cullen Capital Management, LLC

Chicago, IL , United States

About

Nick Petrovich is Vice President of Business Development at Schafer Cullen Capital Management, based in Chicago, IL. In this capacity, he is responsible for expanding institutional and wealth management client relationships across the Midwest region, focusing on both business development and client servicing functions. Schafer Cullen specializes in value equity strategies, and Nick's coverage spans traditional equities with an emphasis on dividend value, global equities, and U.S. core value approaches.

He brings over a decade of investment industry experience, having previously served as Regional Sales Director at Morgan Stanley Wealth Management and as Associate Regional Sales Director at Morgan Stanley Smith Barney, where he focused on advisor relations and asset allocation strategies. At Schafer Cullen, he is recognized for his expertise in alternative investments, capital raising, and portfolio specialization.

Nick earned his Bachelor of Arts in Economics from Michigan State University and holds FINRA Series 7 credentials. His professional strengths include asset allocation, value equity strategies, and building strategic partnerships within the institutional and high-net-worth investor segments.

Career History

OrganizationRoleDate RangeDetails
Schafer Cullen Capital ManagementVice President of Business DevelopmentAug 2014 to Present
Morgan Stanley Wealth ManagementRegional Sales DirectorMay 2012 to Jul 2014
Morgan Stanley Smith BarneyAssociate Regional Sales DirectorMay 2010 to May 2012
Morgan Stanley Smith BarneySr. CG Regional AnalystApr 2006 to Apr 2010

Education

Michigan State University

BA, Economics

2000 2005

Waverly High School

1996 2000

Skills & Expertise

Investments
Series 7
Mutual Funds
Series 63
Asset Allocation
Alternative Investments
Wealth Management
Portfolio Management
Retirement Planning
Asset Management
Uniform Combined State Law
Investment Strategies
Retirement
Securities
Investment Advisory
Strategic Planning
Business Development
Uniform Combined State
New Business Development
Sales Management
Customer Service
Microsoft Excel

Others at Cullen Capital Management, LLC (13)

NameRoleLocation
Eric Carbone
Eric Carbone
Vice President - TradingNew York, NY , United States
Jeff Cullen
Jeff Cullen
Managing DirectorSouthborough, MA , United States
M
Mariana Salamanca
Vice PresidentNew York, NY , United States
Michael Gallant
Michael Gallant
Portfolio Manager, Director of ResearchNew York, NY , United States
N
Nadia Dempsey
AnalystNew York, NY , United States
R
Ryan Lynch
Vice President - TradingNew York, NY , United States
Sally Bertouch
Sally Bertouch
Senior AnalystNew York, NY , United States
Catherine Howse
Catherine Howse
Managing DirectorLos Angeles, CA , United States
C
Chase Montgomery
Assistant Vice PresidentChicago, IL , United States
Joseph Kavaloski
Joseph Kavaloski
Research AnalystNew York, NY , United States
Showing 1-10 of 13 team members