Nick Jeffs, CFA®

Nick Jeffs, CFA®

Investment Research Analyst

Nick has always been eager to tackle & learn from new challenges. This drive played a role in his decision to leave his home country of Canada and play soccer for the University of Louisville. After playing there for three years, Nick returned home to finish his degree and play soccer for Carleton University in Ottawa, where he earned his Bachelor of Commerce with a concentration in Finance in April of 2020.

Returning to Canada allowed Nick to gain work experience through internships. After graduation, he accepted the opportunity to work with a data analytics team that monitored and accumulated project costs and budgetary constraints in a department of the Canadian government. While that experience was valuable and a great opportunity, Nick’s goal was always to return to the United States and work with an investment advisory firm.

Nick joined the SIA team as a Research Associate in October of 2021.

Favorite AthleteLionel Messi

Favorite Quote: “Success is not final; failure is not fatal: it is the courage to continue that counts.” ~ Winston Churchill