Nathan Sonnenberg Email & Phone Number
Chief Investment Officer @ Pitcairn
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Nathan Sonnenberg Location
- Washington, DC, US
Nathan Sonnenberg Work
- 2023 - now Chief Investment Officer @
- 2016 - 2023 CEO and Founder @ Wealth Management Consulting LLC
- 2019 - 2023 Dynasty Investment Committee @
- 2013 - 2016 Chief Investment Officer @
- 2012 - 2013 Director of Investments @
- 2009 - 2012 Chief Investment Officer @ Fortigent, LLC
- 2007 - 2009 Director of Asset Allocation and Risk Management @ Fortigent, LLC
- 2005 - 2006 Managing Director of Equity Investments @ Lydian Wealth Management
- 2003 - 2004 Director of Equity Investments @ Lydian Wealth Management
- 1996 - 2002 Senior Analyst and Associate Director @ CMS Financial Services
Nathan Sonnenberg Education
- University of Virginia
Bachelor of Science (Systems Engineering)
1985 - 1989
Nathan Sonnenberg Skills
- Asset Management
- Due Diligence
- Hedging
- Asset Allocation
- Equity Research
- Investment Policy
- Entrepreneurship
- High Net Worth Individuals
- Strategic Planning
- Relationship
- Tax Efficiency
- Project Management
- Wealth Management
- Client Education
- Investment Advisory
- Portfolio Management
- Mutual Funds
- Investment Management
- Presentations
- Financial Advisory
- Quantitative
- Fiduciary
- Startups
- Equities
- Investments
- ETFs
- Fund of Funds
- Risk Management
- Financial Analysis
- Investment Strategies
- Series 63
- Fixed Income
- High Net Worth
- Modern Portfolio Theory
- Management Due Diligence
- Behavioral Finance
- Series 7
- Alternative Investments
- Hedge Funds
Nathan Sonnenberg Summary
- Nathan Sonnenberg, based in Washington, DC, US, is currently a Chief Investment Officer at Pitcairn. Nathan Sonnenberg brings experience from previous roles at Wealth Management Consulting LLC, Dynasty Financial Partners, Glassman Wealth Services and Abbot Downing. Nathan Sonnenberg holds a 1985 - 1989 Bachelor of Science in Systems Engineering @ University of Virginia. With a robust skill set that includes Asset Management, Due Diligence, Hedging, Asset Allocation, Equity Research and more. Nathan Sonnenberg has 2 emails and 2 mobile phone numbers on RocketReach.
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