Nick Nejad

Nick Nejad, CFA, serves as the Chief Investment Officer at Beverly Hills Private Wealth, where he oversees portfolio construction, security selection, and overall investment strategy for the firm’s high-net-worth clientele. In this role, he manages the design and implementation of customized portfolios, with an emphasis on risk management and disciplined research, and is responsible for sourcing and launching specialized investment offerings, including the firm’s exclusive Special Opportunities Fund I, which focuses on alternative asset sectors.

Nick’s investment expertise encompasses global equities, credit markets, and a range of alternative investments, reflecting his deep background in both public securities analysis and multi-asset portfolio management. Prior to joining Beverly Hills Private Wealth, he was Director of Investment Research at KCS Wealth Advisory, where he managed $400 million in client assets across diverse asset classes, and he previously held research roles at Hotchkis & Wiley Capital Management, a respected value-oriented institutional asset manager.

Nick holds a B.A. in Economics from the University of California, Berkeley, and is a Chartered Financial Analyst® (CFA®). He is known for contributing investment insights to industry publications, and is recognized for his hands-on approach to security analysis, as well as his commitment to operational and client service excellence. His professional achievements include developing innovative investment vehicles and expanding client access to alternative strategies in private wealth management.