NICOLAS BRUNETTI, MBA
Nicolas Brunetti
Sarasota, Florida | (941) 587-4050
nicolasbrunetti.srq@gmail.com
https://www.linkedin.com/in/nikbrunetti/
Objective
Recent MBA graduate and CFA Level II candidate with 5 years of experience in financial planning and investment advising. Knowledgeable in security analysis, modeling, forecasting, and derivative strategies to enhance risk-adjusted returns. Seeking an investment management role to further build investment research and portfolio optimization expertise.
Education
University of South Florida
Masters in Business Administration
Concentration in Finance
GPA: 3.7/4.00
Tampa, FL
Dec, 2025
University of South Florida
Bachelor of Science in Finance
Tampa, FL
Dec, 2025
CERTIFICATIONS & LICENSES
Chartered Financial Analyst (CFA) Level II
Currently Studying
Chartered Financial Analyst (CFA) Level I: (Credential ID: 107156280)
Passed, 2024
Securities Industry Essentials (SIE) certification
Passed, 2022
Investment Advisor Representative (Series 65)
Inactive License
PROFESSIONAL EXPERIENCE
LCM Capital Advisors, Sarasota, FL
June 2022 - Present
Financial Analysis/Research
- Equity research, financial statement analysis
- Derivatives strategist - covered calls, protective puts
- Conduct research and write a monthly report about the top 50 stocks in S&P 500
Vengroff Williams, Inc. Sarasota, FL
May 2024 - August 2024
Summer Internship, Outreach & Marketing
- Marketing, client acquisition, phone book
- Communication with current and prospective clients
Thurston Hall Investments, Osprey, FL
November 2020 - Dec 2025
Investment Advisor, primarily retail clients
- Investment portfolio management and optimization
- Client meetings online and in person to discuss portfolio holdings, strategies, etc.
- Help educate retail clients about opening online investment accounts
HONORS AND AWARDS
National Honors Society
2022 - 2024
University of South Florida
- Membership in the National Honor Society (NHS) requires academic excellence (GPA ≥3.25), leadership, and at least 100 hours of community service.
Superior Cadet Award
2020
Sarasota Military Academy
- Recognized for top 25% academic performance, leadership, and fitness excellence.
Perlman Price Young Entrepreneur Certificate
2019
Boys and Girls Club of Sarasota
- This certificate is given for completing a 16-week program where students learn startup skills, develop a business plan, and compete for seed funding from local investors.
LANGUAGES
Fluent (spoken and written) in English and Spanish
Current U.S Passport (expires July 2034)
VOLUNTEER / COMMUNITY SERVICE
- LEAP Foundation: Coach/program coordinator for a week-long leadership and entrepreneurship program in Los Angeles, California for college-aged young adults.
- Roskamp Institute: Assisted with fundraising planning and marketing using Excel and Canva. Roskamp Institute is a nonprofit biomedical research organization.
- Hope4Kids International: Spanish Translator. Hope4Kids International is a faith-based non-profit organization that helps children around the world suffering from poverty.
PROFESSIONAL REFERENCES
Craig Wolpert - CEO, Thurston Hall Investment Research LLC.
Email: Cawolpert13@gmail.com
Phone: (908) 720-0502
Pamela Graham - Director of Operations
LCM Capital Advisors, LLC.
Email: Pam@lcmcapitaldadvisors.com
Phone: (941) 356-0361
Jon R. Lee - CEO, LCM Capital Advisors, LLC.
Supervisor, LCM Capital Advisors, LLC.
Email: Jon@lcmcapitaladvisors.com
Phone: (941) 232-3200
Christopher Kelly - CFO, Vengroff Williams Inc.
Supervisor, Vengroff Williams Inc.
Email: CKelly@vwinc.com
Phone: (302) 521-8818
ACTIVITIES AND INTERESTS
- Endurance Sports: I am a long distance runner and have done several full marathons. I have also biked 100 kilometers on a few occasions. I also enjoy mountain climbing/hiking.
- Travelling: I have travelled to over 30 countries, my favorite of which (excluding the US) are Switzerland, Costa Rica, Canada, Japan, and South Korea.
- Personal Finance: I have been investing consistently since I was in high school. My desire to learn and understand the markets better has made me pursue a Masters in Business Administration and has driven me to study for the CFA designation, one of the most sought after designations in the finance industry. I am especially interested in derivative strategies as a way to amplify risk-adjusted returns.