Daniel Nicholas, CFA, has extensive experience in institutional sales and portfolio management, currently serving as a Client Portfolio Manager and Director of Institutional Sales at Harris Associates since October 2012. Prior to this role, Daniel held the position of Executive Director in Institutional Equity Sales at both Morgan Stanley from May 2009 to October 2012 and UBS from July 2001 to April 2009. Daniel began their career as a Graduate Student Portfolio Manager and Equity Analyst at the University of Wisconsin Applied Security Analysis Program, and has also held internship positions at T. Rowe Price & Associates, Merrill Lynch, and Nicholas Company, Inc. Daniel holds a Master of Science in Finance, Investments, and Banking and a Bachelor of Business Administration in Finance, both from the University of Wisconsin-Madison.
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