Patrick K. Nicholson

Principal

610.738.8165

Patrick K. Nicholson

Pat is a Principal Consultant with Meradia who brings over 35 years of technical expertise in the financial services industry. His unique blend of IT, operations, project, and business skills offers exceptional value to investment firms in leading, managing, and executing a wide range of projects. Since he joined Meradia in 2010, Pat's areas of expertise comprise performance attribution, portfolio accounting, and client reporting design.
 
Prior to joining Meradia, Pat worked in performance operations and IT for firms including Alliance Capital Management, Shearson, and Smith Barney. His roles included Mutual Fund Operations Manager, IT Programmer Analyst, and IT Project Manager for broker dealer back office and Managed Accounts. Most recently, he served a decade as Smith Barney's Consulting Group Director of Technical Services leading a team of 25 performance/risk/asset allocation analysts. He also spearheaded the design and implementation of leading-edge investment consulting search and client reporting tools.
 
Pat holds a B.S. in Mathematics from the University of North Carolina, Chapel Hill. His studies included applied mathematics, statistics and computer sciences. Outside of the office Pat enjoys playing golf and practicing slight-of-hand magic tricks.