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Nick Borreson

Nick Borreson

Portfolio Manager at Prudent Man Advisors, LLC

Saint Paul, MN , United States

About

Nick Borreson is a Portfolio Manager at Prudent Man Advisors, LLC, based in Saint Paul, MN. In this capacity, he oversees the management of diversified investment portfolios, with responsibilities spanning portfolio construction, risk management, and asset allocation. His focus includes major asset classes such as equities, fixed income, and ETFs, reflecting the firm's broad holdings across instruments like the Vanguard Total Stock Market ETF (VTI), Vanguard Total Bond Market ETF (BND), and other leading index funds.

Prior to his current role, Nick progressed through several positions at PMA (Prudent Man Advisors and its affiliates), including Associate Portfolio Manager and Senior Financial Analyst, where he specialized in credit analysis and institutional portfolio management. This career trajectory has provided him with deep expertise in managing portfolios for institutional clients, especially within the government, non-profit, and corporate sectors.

Nick earned his MBA in Finance from the Carlson School of Management at the University of Minnesota, complemented by a double major in Accounting and Business Administration from the University of Kansas. His strong analytical background and experience in both credit and multi-asset investment strategies position him as a valuable leader in institutional asset management, with a focus on prudent investment principles and long-term value creation.

Career History

OrganizationRoleDate RangeDetails
PMAPortfolio ManagerJan 2022 to Present
PMA Financial Network, LLCAssociate Portfolio ManagerOct 2018 to Dec 2021
PMA Financial Network, Inc.Senior Financial Analyst (Credit)May 2016 to Oct 2018
UnitedHealth GroupFinance ManagerJan 2016 to May 2016
Whitebox AdvisorsHigh Yield - Credit AnalystMay 2012 to Aug 2015
CARLSON FIXED INCOME FUNDTrader, Fixed Income AnalystMar 2012 to May 2013
Lacrosse Global Fund ServicesProfessional Analyst, OTC OperationsSep 2007 to Aug 2011
Assurant SolutionsFinancial Reporting AccountantMay 2007 to Sep 2007
Assurant SolutionsAssociate Investment AccountantSep 2006 to May 2007

Education

University of Minnesota - Carlson School of Management

Masters of Business Administration (M.B.A.), Finance

2011 2013

University of Kansas

Bachelor of Science, Double Major in Accounting and Business Administration

2002 2006

Skills & Expertise

Financial Modeling
Financial Analysis
Financial Reporting
FX Options
Hedge Funds
Fixed Income
Fixed Income Analysis
Asset Managment
Financial Markets
Interest Rate Swaps
Derivatives
High Yield Bonds
Credit Derivatives
Finance
Analysis
Asset Management
Valuation
Trading
Sales
Capital Markets
Microsoft Excel
Credit
High Yield
Yield

Others at Prudent Man Advisors, LLC (10)

NameRoleLocation
B
Brett Copeland
Portfolio ManagerChicago, IL , United States
H Edward Barnicle
H Edward Barnicle
Portfolio ManagerChicago, IL , United States
J
Jacob Fitzpatrick
Portfolio ManagerSaint Paul, MN , United States
Jasen Pinkerton
Jasen Pinkerton
Senior Quantitative Analyst, Public FinanceChicago, IL , United States
T
Tim Palmer
Senior Portfolio ManagerMinneapolis, MN , United States
Addison Heffron
Addison Heffron
Quantitative AnalystNaperville, IL , United States
C
Cedric Buermann
Quantitative Equity Portfolio ManagerMinneapolis, MN , United States
J
Jacob Correll
VP, Portfolio ManagerMesa, AZ , United States
J
John Huber
Chief Investment OfficerMinneapolis, MN , United States
Thomas Von Kuster
Thomas Von Kuster
Quantitative AnalystUnited States