Nicholas Bohnsack
Chief Executive Officer
President
nbohnsack@bairdstrategas.com
- Mr. Bohnsack is co-founder and partner of Baird Strategas LLC (previously Strategas Securities). He is also the Chief Executive Officer of Strategas Asset Management and co-chairs its Investment Policy Committee. He is the President of Baird Strategas LLC with responsibility for the firm's institutional securities business and oversight of the firm's finance, compliance, technology and operations units.
- Mr. Bohnsack is head of Baird Strategas’ Quantitative Research team and directs the firm's equity sector strategy and global asset allocation research efforts. More granularly he and his team focus on industry-level earnings and valuation forecasting and fundamental factor analysis to assist institutional investors in portfolio construction and thematic idea generation. He has been a regular guest on business news programs and has been widely quoted in the domestic and foreign press, particularly for his work on corporate profits and market valuation.
- Prior to co-founding Strategas (now, Baird Strategas LLC) Nicholas was an Investment Strategist and Associate Managing Director with International Strategy & Investment (ISI) Group. Nicholas began his career in the Investment Banking Group at FactSet and in Restricted Securities at Morgan Stanley.
Latest Comment
The End of Neutral: Three Things to Watch for Now and the Future
07/23/2026
For the last several months investors have had to navigate a very dynamic macro landscape… the War in Iran and throughput from the Strait of Hormuz; inflation, sovereign long rates, and monetary posturing and net policy positioning; and, A.I. capex spending trends, expectations, the enterprise use case, and increasingly frequent...
07/23/2026
For the last several months investors have had to navigate a very dynamic macro landscape… the War in Iran and throughput from the Strait of Hormuz; inflation, sovereign long rates, and monetary posturing and net policy positioning; and, A.I. capex spending trends, expectations, the enterprise use case, and increasingly frequent...
08/20/2026
In this month's Insights, CEO Nicholas Bohnsack considers whether markets can maintain their year-to-date momentum through year-end, weighing geopolitical risk, energy chokepoints, Japan’s shifting role in global capital flows, and the still-powerful bid behind artificial intelligence.