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Chad Bolen
Portfolio Manager-Equities at
Nomura Asset Management USA, Inc.
Profile
Chad Christopher Bolen is Executive Director & Associate Portfolio Manager at Nomura Asset Management USA, Inc. since 2025.
Formerly, Senior Research Analyst & Partner at Penn Capital Management Co LLC from 2013 to 2025; Analyst at Raymond James & Associates, Inc. from 2012 to 2013; Financial Advisor at Morgan Stanley & Co. LLC; and Senior VP & Associate Portfolio Manager at Macquarie Asset Management, Inc. in 2025.
Education includes an undergraduate degree from Brown University, conferred in 1998.
Chad Bolen active positions
| Companies | Position | Start |
|---|---|---|
Nomura Asset Management USA, Inc.
 Nomura Asset Management USA, Inc. Investment ManagersFinance NAM-USA offers several long only global and international equity strategies. Affiliated sub-advisers manage, on a discretionary basis, all the firm’s global and international equity portfolios. The sub-advisers utilize an investment approach that combines a top-down and bottom-up analysis, with a bias towards bottom-up stock selection. All such sub-advisers use a team approach with a focus on country and/or sector analysis. | Portfolio Manager-Equities | 30/11/2025 |
Former positions of Chad Bolen
| Companies | Position | End |
|---|---|---|
Macquarie Asset Management, Inc.
 Macquarie Asset Management, Inc. Investment ManagersFinance MAM is a global active manager that provides investment solutions to clients across a range of capabilities including infrastructure & renewables, real estate, agriculture, transportation finance, private credit, equities, fixed income, and multi-asset solutions. | Portfolio Manager-Equities | 30/11/2025 |
Penn Capital Management Co LLC
 Penn Capital Management Co LLC Investment ManagersFinance Penn Capital specializes in the leveraged finance market – the credit and equity of non-investment grade companies. The firm specializes in the fundamental, bottom-up research of underfollowed, speculative grade companies. They manage multiple investment styles that leverage coverage of publicly traded companies in the micro- to mid-cap range, as well as companies that issue non-investment-grade debt. | Analyst-Equity | 30/06/2025 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 29/07/2013 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Chad Bolen
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
84
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Penn Capital Management Co LLC
Penn Capital Management Co LLC Investment ManagersFinance Penn Capital specializes in the leveraged finance market – the credit and equity of non-investment grade companies. The firm specializes in the fundamental, bottom-up research of underfollowed, speculative grade companies. They manage multiple investment styles that leverage coverage of publicly traded companies in the micro- to mid-cap range, as well as companies that issue non-investment-grade debt. | Finance |
Nomura Asset Management USA, Inc.
Nomura Asset Management USA, Inc. Investment ManagersFinance NAM-USA offers several long only global and international equity strategies. Affiliated sub-advisers manage, on a discretionary basis, all the firm’s global and international equity portfolios. The sub-advisers utilize an investment approach that combines a top-down and bottom-up analysis, with a bias towards bottom-up stock selection. All such sub-advisers use a team approach with a focus on country and/or sector analysis. | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Brown University
 Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Macquarie Asset Management, Inc.
Macquarie Asset Management, Inc. Investment ManagersFinance MAM is a global active manager that provides investment solutions to clients across a range of capabilities including infrastructure & renewables, real estate, agriculture, transportation finance, private credit, equities, fixed income, and multi-asset solutions. | Finance |
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