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Nolan Bieck

Nolan Bieck

Analyst at CV Advisors LLC

Miami, FL , United States

About

Nolan Bieck is an Analyst at CV Advisors, a Miami-based SEC-registered investment advisory firm specializing in providing sophisticated investment strategies for families and institutions. At CV Advisors, he contributes to the investment committee and focuses on research and portfolio construction, applying a rigorous risk management approach across client portfolios. His responsibilities include investment analysis and collaborating on customized solutions that leverage alternative asset classes such as private equity, credit, and multi-asset strategies.

Prior to joining CV Advisors in 2022, Nolan held the position of Associate Analyst at Westwood Holdings Group, Inc., where he provided research coverage on public equities and contributed to portfolio management decisions from 2018 to 2021. Earlier in his career, he was an Equity Research Associate at Quantum Asset Management, covering equity investments and supporting the investment team with in-depth sector analysis between 2016 and 2018. His career spans diverse roles in asset management, with an emphasis on equity research and multi-asset strategies.

Nolan earned his Bachelor of Arts in Political Economy from Princeton University, combining quantitative and qualitative skills to address complex market dynamics. His expertise covers public and private markets, with core strengths in investment research and portfolio management for family offices and institutional clients. Known for his analytical rigor, Nolan has played a part in expanding CV Advisors’ research-driven process and enhancing their family office offering to cover robust alternative investments.

Career History

OrganizationRoleDate RangeDetails
CV AdvisorsAnalystJan 2022 to Present
Westwood Holdings Group, Inc.Associate AnalystJun 2018 to Apr 2021
Westwood Investment Management is an asset management company focus on domestic value equities across the market cap spectrum based in Dallas. • Responsible for co-coverage of Regional Banks, Payments...
Quantum Asset ManagementEquity Research AssociateJul 2016 to Jun 2018
• Quantum Asset Management is an all-cap long-only investment management subsidiary of Fairfax Holdings focused on emerging market equities with offices in Miami, Mumbai, India, Mauritius, and Hong Ko...
Broadview AdvisorsEquity Research AnalystJun 2015 to Aug 2015
- Broadview Advisors is a small-cap equity investment management company based in Milwaukee, Wisconsin, whose primary investment vehicle is the Broadview Opportunity Fund (BVAOX). - Worked with Portfo...
Caravan Global InvestmentsEquity Research InternJun 2014 to Aug 2014
• Produced company valuation models within specific industries or geographic locations at the direction of the PM using different metrics to develop strategies across companies. • Provided company ana...
Consilium investment managementResearch AnalystJun 2013 to Aug 2013
-Researching and analyzing economic and political risk data for frontier and emerging market countries. -Company research in frontier and emerging markets, including financial statement evaluation, ma...
SAFCo - Southern Auto Finance CompanyCredit AnalystJun 2012 to Aug 2012
• Assisted CFO in verifying credit information and processing applications. Also assisted in finding accounting discrepancies.

Education

Princeton University

Bachelor of Arts (BA), Political Economy

2012 2016

Others at CV Advisors LLC (10)

NameRoleLocation
Ricardo Saias
Ricardo Saias
PartnerNorth Miami Beach, FL , United States
Alan Brief
Alan Brief
PartnerMiami, FL , United States
Alan Zafrany
Alan Zafrany
Portfolio ManagerMiami, FL , United States
Ana Garcia
Ana Garcia
Associate Portfolio ManagerFL , United States
Ari Hadida
Ari Hadida
Portfolio ManagerMiami, FL , United States
Dana Bensadon
Dana Bensadon
Associate Portfolio ManagerNorth Miami Beach, FL , United States
Javier Andreu
Javier Andreu
Senior Research AnalystUnited States
Jose Luis Luque
Jose Luis Luque
Associate Portfolio ManagerMiami, FL , United States
Narcisa Benhamou
Narcisa Benhamou
Associate Portfolio ManagerMiami, FL , United States
P
Patrick Smith
Research AnalystBrooklyn, NY , United States

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