David Owen Nicholas

Chief Executive Officer & President at Nicholas Co., Inc.

David Owen Nicholas

David Owen Nicholas

Chief Executive Officer & President at Nicholas Co., Inc.

Biography

Mr. David O. Nicholas, CFA, is a Chief Executive Officer, President, Chief Investment Officer & Portfolio Manager at Nicholas Co., Inc. He joined Nicholas Company as an investment analyst in 1986. He serves in a leadership position for the company as CEO and President, while primarily focusing his efforts day-to-day on investments as a Portfolio Manager and the Chief Investment Officer. He has developed his philosophy and skills over the past thirty years under the guidance of the long-held investment philosophy and process developed by Albert O. Nicholas, the founder of Nicholas Company. This opportunity has allowed Dave to gain a deep experience and knowledge analyzing companies and the equity markets. He has over 36 years of industry experience. and over 33 years of experience with the firm.Mr. Nicholas was previously employed as a Principal by First Wisconsin Bank & Trust Co. (Brookfield, Wisconsin). Mr. Nicholas earned a B.B.A. in Finance from the University of Wisconsin-Madison and completed his M.S. in Finance at the University of Wisconsin-Milwaukee, where he is a member of the University’s Business School Advisory Board. He has earned the right to use the CFA designation and is a member of the CFA Society Milwaukee.^^

Overview
Career Highlights

Nicholas Co., Inc.

RelSci Relationships

132

Number of Boards

4

Number of Awards

1

Interests

Coaching, Sports, Basketball

Contact Data
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Relationships
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Partner at Michael Best & Friedrich LLP

Relationship likelihood: Strong

Director at Nicholas Co., Inc.

Relationship likelihood: Strong

Chief Operating Officer & Executive Vice President at Nicholas Co., Inc.

Relationship likelihood: Strong

Executive Vice President, Separate Account Portfolio Manager at Nicholas Co., Inc.

Relationship likelihood: Strong

Former Chairman & Chief Executive Officer at Marshall & Ilsley Corp.

Relationship likelihood: Strong

Former Partner at Goldman Sachs & Co. LLC

Relationship likelihood: Strong

Treasurer & Senior Vice President at Nicholas Co., Inc.

Relationship likelihood: Strong

Chief Technology Officer at Nicholas Co., Inc.

Relationship likelihood: Strong

Chief Financial Officer, Chief Compliance Officer, Executive Vice President, Treasurer at Nicholas Co., Inc.

Relationship likelihood: Strong

Senior Research Analyst & Portfolio Manager at Nicholas Co., Inc.

Relationship likelihood: Strong

In The News
The Washington Post
March 12, 2015
Home sales
The Washington Post
March 12, 2015
Calvert County home sales
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David Owen Nicholas
Chief Executive Officer & President at Nicholas Co., Inc.
Family Members
Parent, Deceased
Founder at Nicholas Co., Inc.

Nicholas Company is an independently owned investment management firm founded in 1967 by Ab Nicholas. We offer a disciplined approach to investing in high quality growth stocks. Nicholas is well known for its independent research, disciplined valuation process and long-term investment philosophy. Nicholas Company offers six mutual funds and separately managed accounts for individuals, retirement plans, foundations and endowments.

Education
BBA in Finance & Information Technology

The University of Wisconsin–Madison has long been recognized as one of America's great universities. A public, land-grant institution, UW–Madison offers a complete spectrum of liberal arts studies, professional programs and student activities. Spanning 936 acres along the southern shore of Lake Mendota, the campus is located in the city of Madison.

Memberships
Career History
Chief Executive Officer & President
1986 - Current

Nicholas Company is an independently owned investment management firm founded in 1967 by Ab Nicholas. We offer a disciplined approach to investing in high quality growth stocks. Nicholas is well known for its independent research, disciplined valuation process and long-term investment philosophy. Nicholas Company offers six mutual funds and separately managed accounts for individuals, retirement plans, foundations and endowments.

Analyst
Prior

U.S. Bancorp operates as a bank holding company. It offers financial services, including lending and depository services, cash management, foreign exchange and trust and investment management. The firm also offers mortgage, refinance, auto, boat & RV loans, credit lines, credit card services, merchant, bank, checking & savings accounts, debit cards, online & mobile banking, ATM processing, mortgage banking, insurance, brokerage and leasing services. The company was founded in 1929 and is headquartered in Minneapolis, MN.

Boards & Committees
Director
Tenure Unconfirmed

Nicholas Company is an independently owned investment management firm founded in 1967 by Ab Nicholas. We offer a disciplined approach to investing in high quality growth stocks. Nicholas is well known for its independent research, disciplined valuation process and long-term investment philosophy. Nicholas Company offers six mutual funds and separately managed accounts for individuals, retirement plans, foundations and endowments.

Member Emeritus, Board of Directors
Current

DEVELOP COMMUNITY-WIDE PRIVATE FINANCIAL SUPPORT FOR THE MEQUON-THIENSVILLE SCHOOL DISTRICT.

Director
Prior

THE MISSION OF THE UWM FOUNDATION IS TO SUPPORT THE EDUCATIONAL, LITERARY, AND SCIENTIFIC ENDEAVORS OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE BY RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO THE BENEFIT THE UNIVERSITY'S STUDENTS, FACULTY, PROGRAMS, AND COMMUNITY. IN ADDITION, THE UWM FOUNDATION PROVIDES LEADERSHIP, OVERSIGHT, AND DIRECTION TO ITS AFFILIATED CORPORATIONS, THE UWM REAL ESTATE FOUNDATION AND THE UWM RESEARCH FOUNDATION. THESE CORPORATIONS CREATE NEW UNIVERSITY FACILITIES TO SUPPORT STUDENT LIFE, RESEARCH, ACADEMICS AND REGIONAL ECONOMIC DEVELOPMENT, AND PROVIDE NEW SOURCES OF REVENUE FROM RESEARCH, COMMERCIALIZATION, AND ENTREPRENEURIAL ACTIVITIES.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$2.5M
2007

The UW Milwaukee is a community inspired by history, motivated by vision. Our leadership, collaboration, passion and vision will propel you toward greater heights in research, student achievement and community engagement. It offers a uniquely relevant learning experience, educating more Wisconsin residents than any university in the world and recruiting a growing population of international students and faculty. As the most diverse institution in the University of Wisconsin System is a learning destination for 30,000 students.

Political Donations
$1,000
2012

Former Governor of Wisconsin

$2,000
2003

Former President of United States

$1,000
1998

President & Chief Executive Officer at Neumann Enterprises, Inc.

Awards & Honors
CFA (Chartered Financial Analyst)
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