Profile
Mr. Nicholas J.
Roccanova, CFA MBA, is a Head of Macro Strategy at Humilis Investment Strategies LLC.
He has nearly 30 years of experience in macroeconomic, fundamental, and quantitative research and has advised institutional and private clients since 1997.
Mr. Roccanova is former Head of U.S.
Equity Strategy at BMO Capital Markets.
He has also been partnered with Brian since 2007 with prior roles at Merrill Lynch and Oppenheimer & Company.
He received his undergraduate degree from Saint John's University and an MBA from Saint John's University.
Nick Roccanova active positions
| Companies | Position | Start |
|---|
Former positions of Nick Roccanova
| Companies | Position | End |
|---|---|---|
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Market Strategist | 30/09/2025 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Market Strategist | 08/03/2009 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 27/02/2002 |
Federal Farm Credit Banks Funding Corp.
Federal Farm Credit Banks Funding Corp. Finance/Rental/LeasingFinance Provides loans to agriculture-producing companies and individuals | Corporate Officer/Principal | - |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. | Market Strategist | - |
Training of Nick Roccanova
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. | Finance |
Federal Farm Credit Banks Funding Corp.
Federal Farm Credit Banks Funding Corp. Finance/Rental/LeasingFinance Provides loans to agriculture-producing companies and individuals | Finance |
Saint John's University
Saint John's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
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