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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CV Advisors | Analyst | Jan 2022 to Present | — |
| Westwood Holdings Group, Inc. | Associate Analyst | Jun 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 Management | Equity Research Associate | Jul 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 Advisors | Equity Research Analyst | Jun 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 Investments | Equity Research Intern | Jun 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 management | Research Analyst | Jun 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 Company | Credit Analyst | Jun 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)
| Name | Role | Location |
|---|---|---|
| Partner | North Miami Beach, FL , United States | |
| Partner | Miami, FL , United States | |
| Portfolio Manager | Miami, FL , United States | |
| Associate Portfolio Manager | FL , United States | |
| Portfolio Manager | Miami, FL , United States | |
| Associate Portfolio Manager | North Miami Beach, FL , United States | |
| Senior Research Analyst | United States | |
| Associate Portfolio Manager | Miami, FL , United States | |
| Associate Portfolio Manager | Miami, FL , United States | |
P Patrick Smith | Research Analyst | Brooklyn, NY , United States |
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