Nick Bartolo is the Founder, Managing Partner and Chief Investment Officer of Essential Partners. He has nearly two decades of investment experience, most recently as a Managing Director at International Value Advisers (IVA) where he directly invested in global equities and fixed income. Mr. Bartolo was previously a Senior Vice President at Trust Company of the West (TCW) where he invested in domestic equities. Prior to TCW, he was in a management development program at the Capital Group, who owns and manages the American Funds. Collectively, IVA, TCW and the Capital Group invest over $2.5 trillion on behalf of individuals, financial advisors and some of the largest institutions globally including pension and endowment funds. Mr. Bartolo is also a managing member of Rational Capital, an early-stage venture capital partnership.
Mr. Bartolo received his Master of Business Administration (MBA), with Beta Gamma Sigma Honors and a Bachelor of Science in Accounting from the University of Southern California (USC). He was supported with academic scholarships for both degrees. Mr. Bartolo is a Chartered Financial Analyst Charterholder (CFA) and a Certified Public Accountant (CPA). He is an annual guest lecturer at the Marshall School of Business at USC for undergraduate and MBA courses, including the MBA Student Investment Fund. Mr. Bartolo is a Board Member of the Gwendolyn Strong Foundation. He is married with three daughters and when he is not working, he can be found hiking and enjoying the outdoors with his family.
We understand that safeguarding your assets is critical. We chose to work with Charles Schwab because it is one of the world’s largest providers of financial services offering asset custody, brokerage, banking, retirement plan services, investment research and many other financial products and services. Charles Schwab has over $7 trillion in total client assets and brokerage accounts.
SS&C / Black Diamond
SS&C Technologies is a leading technology provider for financial services solutions with over $1.7 trillion of assets utilizing their technology. SS&C is publicly traded with an $18 billion market value. Black Diamond is SS&C’s proprietary wealth management technology platform. Black Diamond’s platform aggregates portfolio, market and client data to allow us to analyze and report on our client partners’ complete financial position. The Black Diamond technology platform works with leading family offices, wealth management firms and institutions that manage over $1 trillion of assets.