Nick Newkirk

Nick Newkirk is an Associate at Capital Investment Services of America, Inc., where he plays a key role on the operations team and assists with the clerical aspects of the trading function in support of the firm's portfolio management team. As a Registered Investment Advisor Representative, Nick is involved in executing high-standard operational processes that underpin customized portfolio management for the firm’s clients.

Nick contributes to the firm's strategies across multiple asset classes, supporting client portfolios built from individual stocks, bonds, and, occasionally, mutual funds or ETFs. Capital Investment Services maintains a focus on large-cap U.S. equities with stable earnings growth and high-quality fixed income investments, including U.S. Treasury, government agency, municipal, and investment-grade corporate bonds—areas where Nick provides operational and trading support.

Prior to joining Capital Investment Services in 2024, Nick served as a Client Service Specialist at Ameriprise Financial Services, LLC, and held an Estimator role at Milis Flatwork. He holds a Bachelor of Business Administration in Finance from the University of Wisconsin Oshkosh, equipping him with expertise in financial analysis and client service within the investment management industry.