Nick Codola

Nick Codola is a Senior Research Analyst at WealthPlan Investment Management, LLC, where he is responsible for conducting in-depth market analysis and supporting portfolio management decisions. In his role, Codola contributes to research processes that inform asset allocation, manager due diligence, and investment strategy refinement. He is recognized for his analytical insights featured on industry podcasts, collaborating with other investment professionals to discuss key trends, including sector rotations and market risk assessment.

Prior to joining WealthPlan in August 2021, Codola served as an Investment Research Analyst and Due Diligence Specialist, and previously as a Junior Investment Analyst, at Orion Portfolio Solutions. Across these roles, he built expertise in investment due diligence, with a focus on analyzing fund managers, model portfolios, and multi-asset investment vehicles.

While specific educational credentials are not publicly available, Codola’s experience spans key areas in manager research and portfolio construction, with particular attention to equities, ETFs, and strategies spanning domestic, international, and emerging markets. His professional background demonstrates a focus on rigorous research and supporting the development of resilient, diversified client portfolios.