Nicholas Oldham brings a proven foundation in investment management and financial markets, along with a passion for understanding the factors that drive successful long-term outcomes for our clients. He earned his B.B.A. in Finance from Texas A&M University in 2017 and later completed his MBA at the University of Houston in 2022.
Before joining Waterway Wealth Management, Nicholas spent several years at Invesco, where he advanced from Portfolio Analyst to Senior Portfolio Analyst. In that role, he provided portfolio attribution and risk analysis across a variety of investment strategies while helping mentor and develop other team members. His experience gave him a deep understanding of portfolio construction, investment performance, and the factors that drive long-term results.
Earlier in his career, Nicholas worked as an Equity Analyst Intern with Haven Wealth Group, where he supported investment research, valuation analysis, and financial forecasting. These experiences sharpened both his technical expertise and his ability to communicate complex investment insights in a meaningful way.
A Houston native, Nicholas joined Waterway Wealth Management as Trader in May 2026. He is energized by the opportunity to contribute to Waterway’s commitment to thoughtful stewardship, disciplined execution, and helping clients pursue their vision of a full and meaningful life. He currently resides in southwest Houston and looks forward to relocating closer to The Woodlands in the future.
Let’s start here. Send us a quick email and we’ll follow up with an opportunity to get together, we’d love to know what’s on your mind.