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About
Nicolette DiMaggio is an Equity Research Analyst at Shelton Capital Management, based in Stamford, CT, where she focuses on the Shelton Sustainable Equity Fund (NEXTX). In her current role, she conducts in-depth equity analysis on companies driving or benefiting from the transition to a sustainable economy, with a particular emphasis on environmental, social, and governance (ESG) considerations and broad sector diversification, including U.S. and international equities.
Prior to joining Shelton Capital Management in August 2023, Nicolette served as Co-Director of Research and Lead Investment Associate at Willis Towers Watson (WTW), where she contributed to equity and index investment research for four years, building a strong foundation in institutional investing and portfolio analysis. She is recognized within the industry, having been named one of the "Most Influential Women in Institutional Investing" by Pensions & Investments in 2023.
Nicolette holds a Bachelor's Degree in Finance from Siena College, underlining her expertise in financial analysis and market research. In addition to her analytical work, she is a published author in financial literacy, reflecting her commitment to advancing investment education and thought leadership in sustainable and responsible investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Shelton Capital Management | Equity Research Analyst | Aug 2023 to Present | Shelton Sustainable Equity Fund (NEXTX) |
| Willis Towers Watson | Lead Investment Associate | Oct 2019 to Present | — |
| WTW | Co Director Research | Apr 2022 to Aug 2023 | — |
| Stock Explore LLC | Author | Jan 2020 to Present | — |
| Coastal Bridge Advisors | Associate | Dec 2017 to Oct 2019 | — |
| Greenwich Associates | Analyst | Jun 2017 to Nov 2017 | — |
| Fenimore Asset Management | Equity Research Intern | Jan 2017 to Jun 2017 | — |
| Ayco, a Goldman Sachs Company | Private Wealth Management Intern The Ayco Company, L.P., a Goldman Sachs Company | Jan 2016 to Dec 2016 | — |
| Amalgamated Life Insurance Company, a member of the Amalgamated Family of Compan | Finance Intern | Jun 2015 to Aug 2015 | — |
| American Leisure | Lifeguard | May 2010 to Jun 2015 | — |
Education
Siena College
Bachelor's Degree, Finance
2013 — 2017
Others at Shelton Capital Management (11)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Manager | Fairfield, CT , United States | |
| Portfolio Manager | New York, NY , United States | |
| Managing Director | San Francisco, CA , United States | |
| Portfolio Manager | Greenwich, CT , United States | |
| Portfolio Manager | Denver, CO , United States | |
| Portfolio Manager | St. Louis, MO , United States | |
| Portfolio Manager | Menlo Park, CA , United States | |
| Equity Research Analyst | New York, NY , United States | |
J John Harnisch | Portfolio Manager | New York, NY , United States |
| Senior Fund Administration Analyst | Denver, CO , United States |
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