PORTFOLIO MANAGERS

The Nicholas Team
Nicholas Company’s portfolio managers and analysts form a stable, experienced team whose goal is to find investment opportunities that help our shareholders pursue their goals. The members of our team have more than twenty-five years industry experience, and our portfolio managers have an average tenure with the Nicholas Company of twenty years.

Mark Giese, CFA, CPA
Vice-President, Portfolio Manager

Mark Giese has spent the last decade evaluating financial, healthcare, information technology, and telecommunications companies. He also manages the exclusive Nicholas Liberty Fund, a best-ideas fund, which is available in a limited number of states.

While a student, Mark interned with Cleary Gull, where he researched a broad variety of companies and began modeling Harley Davidson’s finance division. In 1994, he joined Nicholas Company as a generalist research analyst and in December 2001, he became manager of the newly introduced Liberty Fund.

Mark is a sportsman who enjoys skiing, golf, and hunting. He graduated from the University of Wisconsin at Madison with a B.B.A. in Accounting and Finance and went on to earn an  M.S. in Finance. He is a Chartered Financial Analyst, Certified Public Accountant, and member of the Milwaukee Investment Analysts Society.