Nicholas Bonfe is an investment Operations and Trading Specialist at Carlson Capital Management. In this role, Nick serves as part of the investment team and is responsible for data management and the client reporting process. He also serves a role on the trading team where he monitors and reviews client portfolios in order to maintain balance across asset classes, makes recommendations for portfolio realignment, and places trades through the custodial trading platform.
Nick is a graduate of the University of St. Thomas where he received his Bachelor of Arts in Business Administration, majoring in Finance. He also holds a Series 7 license. During his time at UST, Nick interned for an investment firm, affirming his interest in pursuing the field. He also dedicated time volunteering with the UST Special Olympics Club and playing various intramural sports. Following graduation, Nick spent several years supporting investment operations at a large Twin Cities banking organization, including serving in the role of Team Lead for the business technology analyst team.
Nick grew up in St. Paul, Minnesota where he currently resides. In his free time, he enjoys golfing and spending time at his cabin in northern Minnesota.