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About
Nicholas Schiavone is an Analyst at Verdence Capital Advisors LLC, based in Perry Hall, MD. In this role, he supports the Chief Investment Officer by conducting research and analysis on macroeconomic trends and individual asset classes to help inform client asset allocation strategies and monitor portfolio performance. His responsibilities include portfolio analysis, manager evaluation, and assessing the impact of macroeconomic conditions on investment models.
At Verdence, Schiavone's investment focus covers broad asset classes, including equities, fixed income, and alternative investments, while his research emphasizes the role of economic trends in shaping asset allocation. He collaborates with the investment team to ensure portfolio models are optimized to clients’ changing needs by providing rigorous analysis across sectors and monitoring manager performance.
Schiavone holds a Business Administration degree with a concentration in Finance from Towson University, where he also was a team member and coach for the Men’s Division 1 ACHA Ice Hockey team. His analytical skills are bolstered by his academic background and leadership in collegiate athletics, which complement his expertise in financial analysis, asset allocation, and portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Verdence Capital Advisors | Analyst | Dec 2021 to Present | - Support the Chief Investment Officer with research of macroeconomic trends and how they relate to a a client’s asset allocation - Utilize a top-down approach to research to discover potential asset ... |
| Towson University Men’s Ice Hockey | Head Coach | Oct 2022 to Present | - Named Head Coach of Towson University’s ACHA D1 Men’s Ice Hockey team in October 2022, after spending three previous seasons as an Assistant Coach. - Responsible for managing a team of 25-30 young m... |
| Towson University Men’s Ice Hockey | Assistant Coach | Aug 2021 to Dec 2021 | — |
| Tomorrow’s Ice Hockey Club | Assistant Coach | Jun 2019 to Aug 2021 | — |
| Blue Point Investment Management | Equity Research Intern | Jan 2021 to May 2021 | - Performed in-depth fundamental analysis on various companies analyzing SEC filings, FactSet, Bloomberg, etc. - Constructed various financial models to appropriately value companies - Generated repor... |
| Towson University Investment Group | Co-Portfolio Manager | Aug 2020 to May 2021 | - Actively managed a $300,000 portfolio of University Endowment money. - Made buy/sell/hold decisions based on deep fundamental analysis. - Provided the group with research reports/presentations for p... |
| Towson Universtiy Investment Group | Equity Research Analyst | Sep 2018 to Aug 2020 | - Constructed in-depth equity research reports on prospective investments for the student-run investment portfolio. - Analyzed various companies with fundamental analysis to value prospective and curr... |
| Baltimore Youth Hockey Club | Assistant Coach | Sep 2018 to Sep 2019 | Worked closely with kids aged 14 and under in developing their hockey skills. Assisted the head coach on the bench during games and helped organize practices. |
| Invest Like The Street | Analyst | Nov 2018 to May 2019 | - Participated in a semester long program covering the fundamentals of value investing, financial analysis, financial modeling, credit analysis and equity research. - Completed multiple reading and ha... |
Education
The Johns Hopkins University - Carey Business School
Master of Science - MS, Finance, General
2025 — 2027
Towson University
Undergraduate, Finance, General
2017 — 2021
Calvert Hall College High School
2013 — 2017
Others at Verdence Capital Advisors LLC (5)
| Name | Role | Location |
|---|---|---|
| Partner | Lutherville-Timonium, MD , United States | |
M Meg Sheil-Puopolo | Partner | Baltimore, MD , United States |
| Partner | Cockeysville, MD , United States | |
| Analyst | Naples, FL , United States | |
| Analyst | Cockeysville, MD , United States |
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