Nate is responsible for economic and market research, as well as quantitative analysis used by investment strategies across the firm. He chairs the firm’s Investment Committee and Investment Policy Committee and is a member of the Fixed Income, Quantitative Tools & Methodologies (QTM), and Portfolio Strategy Committees as well as the Institutional Strategy Analysis & Review team. Nate also serves as strategist on the firm’s Multi-Asset strategy team and as portfolio manager on the International Large Cap equity strategy.
Nate began his career in 2004 and joined the firm in 2010. He previously worked as a Securities Analyst at Cohen Capital Management, where he evaluated debt and equity securities and traded fixed income securities for client accounts.
Nate earned an MBA with Honors from the University of Chicago and a BA from Dartmouth College. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.