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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| PMA | Portfolio Manager | Jan 2022 to Present | — |
| PMA Financial Network, LLC | Associate Portfolio Manager | Oct 2018 to Dec 2021 | — |
| PMA Financial Network, Inc. | Senior Financial Analyst (Credit) | May 2016 to Oct 2018 | — |
| UnitedHealth Group | Finance Manager | Jan 2016 to May 2016 | — |
| Whitebox Advisors | High Yield - Credit Analyst | May 2012 to Aug 2015 | — |
| CARLSON FIXED INCOME FUND | Trader, Fixed Income Analyst | Mar 2012 to May 2013 | — |
| Lacrosse Global Fund Services | Professional Analyst, OTC Operations | Sep 2007 to Aug 2011 | — |
| Assurant Solutions | Financial Reporting Accountant | May 2007 to Sep 2007 | — |
| Assurant Solutions | Associate Investment Accountant | Sep 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
Others at Prudent Man Advisors, LLC (10)
| Name | Role | Location |
|---|---|---|
B Brett Copeland | Portfolio Manager | Chicago, IL , United States |
| Portfolio Manager | Chicago, IL , United States | |
J Jacob Fitzpatrick | Portfolio Manager | Saint Paul, MN , United States |
| Senior Quantitative Analyst, Public Finance | Chicago, IL , United States | |
T Tim Palmer | Senior Portfolio Manager | Minneapolis, MN , United States |
| Quantitative Analyst | Naperville, IL , United States | |
C Cedric Buermann | Quantitative Equity Portfolio Manager | Minneapolis, MN , United States |
J Jacob Correll | VP, Portfolio Manager | Mesa, AZ , United States |
J John Huber | Chief Investment Officer | Minneapolis, MN , United States |
| Quantitative Analyst | United States |