CapFive Member

Nicholas Berquist

Senior Associate

Nick Berquist is a Senior Associate at Diamond Capital Advisors. Nick previously worked with Strategic Wealth Management Group and passed his CFA Level One certification examination on the first try. Nick’s experience includes investment strategy optimization, portfolio modeling to maximize returns and data visualization.

Prior to joining Diamond Capital Advisors, Nick was an operations manager in the hospitality industry. Nick demonstrated excellence in growing revenue and profits for both new ventures and seasoned establishments. During his time in hospitality management, he was involved in various activities including bulk purchase negotiations, management training and hiring, vertical integration, product sourcing, and cost center control.

Nick graduated Magna Cum Laude from Penn State University where he earned his Bachelor of Science degree in Finance.

Based: United States of America, Americas
Member since: May 2021
Phone: 7249863090
Email: nberquist@diamondcapadvisors.com
Website: diamondcapadvisors.com

Diamond Capital Advisors

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Ari Nadelman RoleManaging Director FirmDiamond Capital Advisors Ari Nadelman is a Managing Director at Diamond Capital Advisors with over 35 years' experience as a serial entrepreneur and investment banker. View profile

David Herman FirmDiamond Capital Advisors David Herman is the Founding Partner of Diamond Capital Advisors. View profile

David Thompson RoleAnalyst FirmDiamond Capital Advisors David Thompson is an analyst at Diamond Capital Advisors. View profile

John Cohn RoleSenior Advisor FirmDiamond Capital Advisors John L. Cohn, Managing Director (NY) has extensive background in Department Store Retailing and Consumer Goods. View profile

Lisa Okamoto Behar RoleExecutive Assistant FirmDiamond Capital Advisors Support David Herman and our team of Managing Directors View profile

Michael Brunelle RoleManaging Director FirmDiamond Capital Advisors Michael J. Brunelle is a Managing Director of Diamond Capital Advisors and specializes in health care and biotechnology companies. View profile

Shawn Thompson RoleManaging Director FirmDiamond Capital Advisors Shawn Thompson has over 30 years of investment banking and corporate finance experience. View profile

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