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About
Nicholas Wilson is an Equity Research Analyst at GW HENSSLER & ASSOCIATES LTD, based in Phoenix, AZ. In this capacity, he is responsible for conducting detailed equity research and investment analysis, with a focus on publicly traded companies, and supporting the firm’s portfolio management and security selection processes. His coverage includes in-depth analysis of individual equities across various sectors, applying fundamental and quantitative approaches to generate actionable investment recommendations.
Prior to his current role, Nicholas served as Managing Director and previously as a Junior Analyst at the KSU Student Managed Investment Fund LLC, where he gained hands-on experience in portfolio management and equity research, with a particular emphasis on large-cap and mid-cap U.S. equities. These experiences provided a strong foundation in security analysis, financial modeling, and team leadership within the investment management field.
Nicholas holds a Bachelor of Business Administration in Finance from Kennesaw State University and is an alumnus of The Westminster Schools. His academic background and practical research credentials position him as a knowledgeable professional in fundamental equity analysis, with notable expertise in the U.S. equity markets. His contributions to both academic-affiliated and professional investment teams underline his analytical rigor and sector-focused expertise.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Henssler Financial | Equity Research Analyst | Aug 2023 to Present | — |
| KSU Student Managed Investment Fund LLC | Managing Director | Jun 2023 to Present | — |
| KSU Student Managed Investment Fund LLC | Junior Analyst | Jan 2023 to Jun 2023 | -Created research reports to analyze specific companies, industries, and market overviews for the fund to potentially invest in -Actively pitched investment ideas with in-depth presentations highlight... |
| Beacon Building Products | Credit Risk Intern | May 2023 to Aug 2023 | — |
| The Boathouse & Field Club | Tennis Professional | May 2018 to Aug 2019 | -Responsible for managing and teaching clinics and private lessons for children and adults of all skill levels -Designed and implemented lesson plans and provided personalized instruction to help my s... |
| LAVISH Clothing Company | Chief Executive Officer | Jan 2017 to Mar 2018 | -Developed and implemented a successful business plan and marketed my products to a wide audience -Managed all aspects of the business, including sourcing products, setting up and optimizing the onlin... |
Education
Kennesaw State University
Bachelor of Business Administration - BBA, Finance, General
2020 — 2023
The Westminster Schools
Others at GW Henssler & Associates LTD (7)
| Name | Role | Location |
|---|---|---|
| Principal | Kennesaw, GA , United States | |
| Associate | Kennesaw, GA , United States | |
P Peter Lynch | Associate | Kennesaw, GA , United States |
| Jr. Research Analyst | Atlanta, GA , United States | |
| Associate | Smyrna, GA , United States | |
| Associate | Kennesaw, GA , United States | |
| Senior Associate | Atlanta, GA , United States |
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