Nate is a Portfolio Manager for the Walden International Large Cap strategy, and is responsible for the economic research and quantitative analysis underlying the firm’s equity and asset allocation strategies. He is a member of the Investment and Portfolio Strategy Committees, and provides primary research and analysis in the energy sector.
Prior to joining the firm in 2010, Nate worked as a Securities Analyst at Cohen Capital Management in Corte Madera, CA. He earned a BA from Dartmouth College and an MBA from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.