Nick Dumitru

Nick Dumitru is a Portfolio Analyst at United Capital Financial Advisors, LLC, based in Dallas, TX, where he supports portfolio construction, manager due diligence, and investment analysis for high-net-worth and institutional clients. In this capacity, he is responsible for analyzing multi-asset class portfolios and making data-driven recommendations to optimize client outcomes, with a focus on asset allocation, risk management, and performance reporting.

Nick’s expertise spans across equities, fixed income, and alternative investments, reflecting his background in both investment operations and portfolio analysis. Previously, he served as an Analyst in Investment Operations at United Capital and as an Analyst at Goldman Sachs, where he honed his skills in reporting, trade reconciliation, and supporting the execution of complex investment strategies.

He holds a Master of Science in Finance from Southern Methodist University’s Cox School of Business, equipping him with advanced quantitative and analytical capabilities. Nick’s contributions are notable for their rigor and analytical depth, supporting United Capital’s mission to deliver customized wealth management in a rapidly evolving market landscape.