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Nick Tunell, Cfa, Caia

Portfolio Manager - Cross Asset Trading at X Cubed Capital Management
Intro Book
Investment professional with CFA and CAIA certifications.
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Location
Greater Minneapolis-St. Paul Area, US
Skills
  • Financial Analysis
  • Microsoft Excel
  • Investments
  • Public Speaking
  • Financial Modeling
  • Show all
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Bio

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Nick Tunell, CFA, CAIA, is a seasoned investment professional with 10+ years of experience in financial analysis, portfolio management, and risk management. He has worked at top firms including X Cubed Capital Management, Parametric, 3M, and Russell Investments.

Credentials

  • CAIA Charterholder
    CAIA Association
    Nov, 2020
    - Apr, 2026
  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    Aug, 2019
    - Apr, 2026

Experience

  • X Cubed Capital Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager - Cross Asset Trading
      • Mar 2024 - Present

    • Associate
      • Aug 2022 - Mar 2024

  • Parametric
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Portfolio Manager
      • Dec 2021 - Aug 2022

    • Associate Portfolio Manager
      • Mar 2019 - Dec 2021

  • 3M
    • Greater Minneapolis-St. Paul Area
    • Benefit Funds Investment Analyst
      • Aug 2016 - Mar 2019
      • Greater Minneapolis-St. Paul Area

  • Russell Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Derivatives Trading Analyst
      • Oct 2014 - Aug 2016

    • Consulting Analyst Intern
      • May 2014 - Oct 2014

  • TruNorth Wealth Partners
    • Oakdale, MN
    • Financial Analysis and Planning Intern
      • Jun 2012 - Aug 2013
      • Oakdale, MN

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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