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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| United Capital Financial Advisors, LLC | Analyst | Nov 2023 to Present | — |
| Goldman Sachs | Operations Analyst | Apr 2023 to Nov 2023 | — |
| Goldman Sachs | Summer Analyst | Jun 2022 to Aug 2022 | — |
Education
Southern Methodist University
Bachelor of Engineering - BE, Mechanical Engineering
2018 — 2022
Others at United Capital Financial Advisers, LLC (9)
| Name | Role | Location |
|---|---|---|
| Sr Research Analyst | Seattle, WA , United States | |
| Senior Analyst | Dallas, TX , United States | |
| Chief Investment Officer | Kansas City, MO , United States | |
J Jennifer Dang | Analyst | United States |
A Ashley Heineman | Associate | Plano, TX , United States |
| Senior Trader | TX , United States | |
N Nick Dumitru | Portfolio Analyst | Dallas, TX , United States |
R Regina Odel | Trader | Denver, CO , United States |
| Operations Specialist | Roanoke, TX , United States |