Nathan Barnard
Analyst-Equity bij Laird Norton Wealth Management LLC
Profiel
Mr. Nathaniel S.
Barnard, CFA, is an Investment Analyst at Laird Norton Wealth Management LLC.
He Joined firm in 2018.
He is an analyst on the Investment Strategy and Research team.
He is primarily responsible for sourcing, analyzing and recommending investment managers in alternative assets, including hedge funds and private equity.
Prior to joining LNWM, Mr. Barnard was a senior analyst at the Utah School and Institutional Trust Funds Office in Salt Lake City, Utah, a portfolio analyst at Leader Capital in Portland, Oregon and a senior research analyst at RVK, Inc., also in Portland.
He has a decade of experience conducting investment research and analysis, asset manager due diligence and the sourcing and analysis of investment strategies in both fixed-income and equity asset classes.
He has a master’s degree in computational finance and risk management from the University of Washington and a bachelor’s in finance from the University of Colorado.
He is a CFA Charter holder.
Actieve functies van Nathan Barnard
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Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Analyst-Equity | 01-04-2018 |
Opleiding van Nathan Barnard
University of Colorado Boulder | Undergraduate Degree |
University of Washington | Graduate Degree |
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Bedrijven in privébezit | 1 |
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Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |