Nick Piccarreta, CFA, CFP^®, CAIA

Nick Piccarreta, CFA, CFP®, CAIA, is a Senior Investment Consultant in IFA’s institutional investment practice. He works with mission-driven, nonprofit clients on asset allocation, portfolio design, and customized OCIO solutions.

Before joining IFA, Nick managed OCIO portfolios for nonprofits at Mercer and Vanguard since 2015. Prior to that, Nick served investors by providing investment research, analytics, and portfolio modeling to institutions as well as working directly with individuals since starting in the industry with USAA in 2004.

Nick earned a B.S. in Finance from Arizona State University and an M.B.A. from the University of Arizona. He is a CFA charter holder, CAIA charter holder, and holds the Certified Financial Planner designation. He resides in Phoenix, Arizona with his wife Bonnie and three children, Cooper, Connor, and Michael.

CFP® (Certified Financial Planner) is a designation received upon passing the course work and exam administered by the Certified Financial Planner Board of Standards, Inc. (CFP Board).

Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. CFA charter holders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.

Chartered Alternative Investment Analyst (CAIA®) is a designation awarded by the CAIA Association upon successful completion of a prescribed course of study and two examinations. The designation signifies specialized knowledge of alternative investments and their application within investment portfolios.