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Nicholas Schiavone

Analyst at Verdence Capital Advisors LLC

Perry Hall, MD , United States

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

OrganizationRoleDate RangeDetails
Verdence Capital AdvisorsAnalystDec 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 HockeyHead CoachOct 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 HockeyAssistant CoachAug 2021 to Dec 2021
Tomorrow’s Ice Hockey ClubAssistant CoachJun 2019 to Aug 2021
Blue Point Investment ManagementEquity Research InternJan 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 GroupCo-Portfolio ManagerAug 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 GroupEquity Research AnalystSep 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 ClubAssistant CoachSep 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 StreetAnalystNov 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)

NameRoleLocation
Brian Sabo
Brian Sabo
PartnerLutherville-Timonium, MD , United States
M
Meg Sheil-Puopolo
PartnerBaltimore, MD , United States
Rich Rosa
Rich Rosa
PartnerCockeysville, MD , United States
Andrew Wright
Andrew Wright
AnalystNaples, FL , United States
Jonathan Saklad
Jonathan Saklad
AnalystCockeysville, MD , United States

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