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    Nicholas Downer

    Co-Head - Advisory Services at Opto Investments

    Nicholas Downer is currently the Head of Advisory Services at Opto Investments, based in San Diego County, California.1 He has held this position since May 2023, after serving as Co-Head of Advisory Services from January 2022 to June 2023.1

    Downer's professional background includes:

    • Vice President at PIMCO (April 2020 - January 2022)
    • Head of Strategic Relationships and Vice President at Gurtin Municipal Bond Management (October 2012 - April 2020)
    • Investment Banking Analyst at Jefferies & Company (2011 - 2012)1

    He holds several financial industry certifications, including Series 79, 65, 63, 6, 7, and 3 licenses.1

    Downer received his education from Dartmouth College (2007 - 2011) and Phillips Exeter Academy (2003 - 2006).1

    At Opto Investments, Downer oversees engagement efforts with the wealth management community, finding productive ways for Opto to partner with their practices.2 He emphasizes the importance of collaboration and connectivity in the company's hybrid-remote work environment.3

    Highlights

    Jan 1 · optoinvest.com
    About us - Opto Investments
    About us - Opto Investments
    Sep 26 · builtin.com
    How Opto Investments Flexes Its Company Culture - Built In
    How Opto Investments Flexes Its Company Culture - Built In
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    Related Questions

    What are Nicholas Downer's main responsibilities at Opto Investments?
    How did Nicholas Downer transition from investment banking to advisory services?
    What specific projects has Nicholas Downer led at PIMCO?
    How does Nicholas Downer's experience at Gurtin Municipal Bond Management influence his current role?
    What are some notable achievements of Nicholas Downer in his career?
    Nicholas Downer
    Nicholas Downer, photo 1
    Nicholas Downer, photo 2
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    Location

    San Diego County, California, United States