Nathan Sonnenberg's Location
Washington, DC, US
Nathan Sonnenberg's Work
- Chief Investment Officer @ Pitcairn
- IFP and IWC Executive Investment Committee @ Integrated Financial Partners
- CEO and Founder @ Wealth Management Consulting LLC
- Dynasty Investment Committee @ Dynasty Financial Partners
- Chief Investment Officer @ Glassman Wealth Services
- Director of Investments @ Wells Fargo Private Bank
- Chief Investment Officer @ Fortigent, LLC
- Director of Asset Allocation and Risk Management @ Fortigent, LLC
- Managing Director of Equity Investments @ Lydian Wealth Management
- Director of Equity Investments @ Lydian Wealth Management
Nathan Sonnenberg's Education
- University of Virginia
Bachelor of Science (Systems Engineering)
1985 - 1989
Nathan Sonnenberg's Skills
- Asset Management
- Due Diligence
- Hedging
- Asset Allocation
- Equity Research
- Investment Policy
- Entrepreneurship
- High Net Worth Individuals
- Strategic Planning
- Relationship
Nathan Sonnenberg's Summary
Nathan Sonnenberg, based in Washington, DC, US, is currently a Chief Investment Officer at Pitcairn, bringing experience from previous roles at Integrated Financial Partners, Wealth Management Consulting LLC, Dynasty Financial Partners and Glassman Wealth Services. 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 contributes valuable insights to the industry. Nathan Sonnenberg has 5 emails on RocketReach.
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