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Nicolas Gonzales

Nicolas Gonzales

Analyst at United Capital Financial Advisers, LLC

TX , United States

About

Nicolas Gonzales is currently an Analyst at United Capital Financial Advisors, LLC, based in Texas, where he supports the firm's investment research and portfolio management activities. In his role, he contributes to the analysis of investment opportunities, asset allocation, and ongoing monitoring of client portfolios, with a focus on delivering data-driven insights for wealth management services.

His career background includes roles as an Operations Analyst and Summer Analyst at Goldman Sachs, providing him with experience in operational efficiency, financial analysis, and exposure to institutional investment processes. This diverse experience has helped Nicolas develop expertise in evaluating multi-asset portfolios, equities, and fixed income strategies relevant to high-net-worth and institutional clients.

Nicolas holds a Bachelor of Engineering in Mechanical Engineering from Southern Methodist University, equipping him with strong quantitative and analytical skills. While specific asset classes or sectors of current focus are not listed in available public sources, his roles at United Capital and Goldman Sachs suggest experience in broad market research and supporting multi-asset investment solutions.

Career History

OrganizationRoleDate RangeDetails
United Capital Financial Advisors, LLCAnalystNov 2023 to Present
Goldman SachsOperations AnalystApr 2023 to Nov 2023
Goldman SachsSummer AnalystJun 2022 to Aug 2022

Education

Southern Methodist University

Bachelor of Engineering - BE, Mechanical Engineering

2018 2022

Others at United Capital Financial Advisers, LLC (9)

NameRoleLocation
Chris Helton
Chris Helton
Sr Research AnalystSeattle, WA , United States
Estefania Torres
Estefania Torres
Senior AnalystDallas, TX , United States
Frank Salb
Frank Salb
Chief Investment OfficerKansas City, MO , United States
J
Jennifer Dang
AnalystUnited States
A
Ashley Heineman
AssociatePlano, TX , United States
Daniel S.
Daniel S.
Senior TraderTX , United States
N
Nick Dumitru
Portfolio AnalystDallas, TX , United States
R
Regina Odel
TraderDenver, CO , United States
Samuel Okeowo
Samuel Okeowo
Operations SpecialistRoanoke, TX , United States