Viewpoints by Nicholas Elfner, CFA, Co-Head of Research at Breckinridge Capital Advisors

Nick is co-head of research at Breckinridge and a member of the firm’s Investment Committee, jointly responsible for setting the firm’s investment outlook and the translation into portfolio strategy. In his role, Nick heads Breckinridge’s corporate research efforts, performs corporate credit analysis, and contributes to the ongoing development of Breckinridge’s environmental, social and governance (ESG) frameworks. He also authors a quarterly corporate bond market review and outlook and regularly contributes to the Breckinridge blog. Nick has been with the firm since 2009 and has over 25 years of industry experience. Prior to Breckinridge, he was a vice president at Wellington Management Company, where he researched and managed corporate bonds; he also held senior corporate research positions with Merrill Lynch in New York and Toronto. He began his career at Smith Barney & Co. in Tokyo and Hong Kong as an assistant trader. Nick earned a B.A. from Middlebury College, an M.B.A. from the F.W. Olin School of Business at Babson College, holds the Chartered Financial Analyst designation, and is a member of the Fixed Income Analysts’ Society.