Nicholas Malik

Nicholas Malik is an Investment Analyst at Moran Wealth Management® in Naples, Florida, where he specializes in asset allocation, trading execution, and delivering research-driven insights to support the firm's advisory and asset management teams. In this capacity, he conducts risk assessments and market analysis to inform data-driven portfolio strategies, leveraging analytical skills honed through both academic and professional experience. Malik’s investment coverage includes equities, with particular expertise in small- and mid-cap value stocks, owing to his active management and analytical roles with the Eagle Fund at Florida Gulf Coast University, which focuses on these market segments. He is also proficient in using Bloomberg Terminals and applies quantitative and fundamental methods to security selection and monitoring.

Prior to joining Moran Wealth Management® full-time in 2025, Malik served as a Portfolio Manager and Equity Research Analyst for the Eagle Fund at FGCU Lutgert College of Business, where he managed live portfolios exceeding $1 million and developed core skills in financial statement modeling, back testing, and real-time portfolio management. He began his relationship with Moran Wealth Management® as a summer intern in 2024, later earning a permanent position following the completion of his undergraduate degree.

Malik holds a Bachelor of Science in Finance with a minor in Economics from Florida Gulf Coast University, where he distinguished himself both academically and through extracurricular competitions, such as representing FGCU in the CFA Research Challenge. He is a Series 65 license holder and is currently pursuing the CFA designation, reflecting his commitment to ongoing professional development and excellence in the investment industry. Malik’s approach merges rigorous, research-based analysis with a disciplined, long-term investment philosophy.