Nick Ng, CFA®

 Nick joined the Liberty One team fulltime in 2015. Nick’s background is unique. Born in Malaysia, Nick graduated high school in 2010 at the age of 16 and started his undergraduate studies at University of Wisconsin-Whitewater shortly thereafter. After graduating from College in 2014 at the age of 19, Nick joined the Liberty One team. Nick earned his CFA accreditation in 2019 – ranking among the top 10% of test takers that year. Nick works as our Lead Analyst and Lead Portfolio Manager. He chairs our investment committee and is actively engaged with Advisors and platform partners who utilize Liberty One strategies.
Nick-1280x1600.jpg

Nick Ng, CFA® is the Lead Portfolio Manager and Chairman of the Investment Committee at Liberty One. Nick is responsible for integrating the idea generation, research, and portfolio construction process into a unified investment engine that exists today. Nick spearheads Liberty One’s strategic investment vision and leads all investment efforts at the firm.

Nick received his bachelor’s degree in Finance from the University of Wisconsin-Whitewater, where he graduated first in his class at age 19. In 2019, he earned his CFA® charter holder designation, passing all three CFA Program examinations in three consecutive years. Nick enjoys spending time golfing, traveling, and cultivating new relationships. He currently resides in Phoenix, Arizona.

Released 4/18- Ben Pahl, President of Liberty One was a guest on Orion’s podcast, “The Weighing Machine,” hosted by Rusty Vanneman, CMT, CFA & Robyn Murray.

Listen as Rusty, Robyn, and Ben discuss why there has never been a better time to be a financial advisor.

Performance Summary

Miss a Webinar?

 Check out our Video Library for the recording or reach out to us!