Your Health & Safety Is Important to Us: Learn More Here

May 10 - 12, 2021 | Las Vegas

Nick Giorgi

speaker photo MARKETS

Vice President and Investment Strategist

MerrillĀ®

Nicholas Giorgi is a Vice President and Investment Strategist supporting Bank of America Private Bank and Merrill for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, he is a member of a team of portfolio strategists and investment analysts providing investment, portfolio positioning, and implementation. He collaborates with BofA Global Research, independent research firms and third-party managers to identify macro trends and investment opportunities in delivering the top of the house investment thinking. He is a contributor to the firm's investment thought leadership through publications.

Nick adheres to the wealth management businesses' tactical asset allocation and investment policy decisions and provides analysis in the development as a member of the CIO equity portfolio strategy team. Previously, he was an Investment Specialist within the Managed Solutions Group.

Prior to joining Merrill, he worked at Morgan Stanley, where he was a financial advisor focusing on ultra high net worth clients. Previously he was a Product Specialist for Smith Barney, helping to shape product development and support internal sales efforts.

Nick earned his M.B.A. degree from Georgetown University's McDonough School of Business and his B.S. in Finance from the University of Colorado in Boulder. He holds the Chartered Financial Analyst® (CFA®) designation. He is a member of the New York Society of Security Analysts.





Speaker Schedule

Merrill's Outlook of the World
August 16, 2020, 4:45 pm - 5:30 pm

Focus: MARKETS

Merrill's Perspective on Global Change
August 18, 2020, 11:10 am - 11:55 am

Focus: GLOBAL

Ready to #InvestSmarter?

This interactive event is a unique experience that will connect you with world-class financial experts who will give you clear, concise, and carefully crafted advice to steer you safely through the current environment. But that’s not all, you can also ask them questions and get answers in real time.

Register Now