Nate is a Portfolio Manager for the Multi-Asset strategy, and chairs the Investment Policy Committee, which manages top-down asset allocation policies and guidance. He also chairs the organization’s Investment Committee, a weekly forum to discuss timely investment topics and themes relevant across strategies.
Nate contributes to the organization’s fundamental equity research efforts across large cap domestic and international stocks, and to the organization’s quantitative research efforts as a member of the Quantitative Tools & Methodologies working group. He is also a member of the Fixed Income Committee.
Nate began his career in 2004 and joined Boston Trust Walden in 2010. Previously, he worked as a Securities Analyst and Fixed Income Trader at Cohen Capital Management. Nate earned an MBA 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.