Nate is responsible for the economic research and quantitative analysis underlying the firm’s multi-asset and equity strategies. He is a member of the Investment and Investment Policy Committees and provides primary research and analysis in the energy sector. He is also a Portfolio Manager on the Walden International Large Cap strategy.
Nate began his career in 2004 and joined the firm in 2010. Previously, he 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.