Nicholas Rafferty

About

Experience

• Chilton Trust (14 yrs 6 mos)
  • Vice President, Wealth Advisor
    May 2014 - Present · 12 yrs 2 mos

  • Vice President, Portfolio Manager
    Jan 2012 - May 2014 · 2 yrs 5 mos

    Fixed Income - specializes in investing in U.S. taxable securities and municipal bonds, as well as international sovereign bonds and foreign currencies.

• Associate Vice President at Morgan Stanley
  Jun 2007 - Jan 2012 · 4 yrs 8 mos

  Trade and manage customized Fixed Income portfolios for individual clients in strategies of U.S. & International Liquidity, U.S. Government Agency and Credit, Municipal Bonds, International Sovereign Debt, U.S. & International Corporates, Global Inflation Protected Securities, and International Foreign Currencies.

• Associate at Butler Capital Corporation
  Aug 2005 - Jun 2007 · 1 yr 11 mos

  Wealth Management, Analyst & Trader: assisted managing Global Equity Portfolios for private clients, trusts and foundations. Conducted all trading for the firm and worked as a macro and equity analyst.

• Analyst at Capital Counsel
  Jan 2004 - Aug 2005 · 1 yr 8 mos

  Investment Management - Equity Analyst