David O. Nicholas, CFA
Chief Investment Officer and Portfolio Manager
Industry experience: 32 years
Nicholas Company Tenure: 29 years
Dave Nicholas is an experienced investment analyst and portfolio manager, who is dedicated to helping investors reach their goals by offering mutual funds that have low expenses, low minimums, and tax-efficient investment policies. One of his goals is to provide investors in Nicholas Family of Funds with top-quartile performance.
Dave began his career at First Wisconsin Bank, now known as U.S. Bank, where he spent several years working as an analyst before joining Nicholas Company’s research team. He currently manages Nicholas II and Limited Edition and is the Associate Portfolio Manager of Nicholas Fund.
A sports enthusiast, coach, and emeritus board member of the Mequon-Thiensville Education Foundation, Dave earned a B.B.A. in Finance at the University of Wisconsin-Madison. He completed an M.S. in Finance at the University of Wisconsin-Milwaukee, and is a member of the University's Business School Advisory Board. Dave is also a member of the Milwaukee Investment Analysts Society, and a Chartered Financial Analyst.