Profil
Mr. Nathaniel S.
Barnard, CFA, is an Investment Analyst at Laird Norton Wetherby Wealth Management LLC.
He is responsible for sourcing, analyzing and recommending investment vehicles within the alternative investment universe, including hedge funds and private equity, as well as contributing to risk management and portfolio design.
To this work, he brings over 15 years of experience conducting investment research, including the sourcing and analysis of investment strategies as well as quantitative analysis and risk modeling.
Prior to joining the firm, Mr. Barnard was a Senior Analyst at the Utah School and Institutional Trust Funds Office in Salt Lake City, a Portfolio Analyst at Leader Capital in Portland, Oregon and a Senior Manager Research Analyst at RVK, also in Portland.
He received his B.S.
in Finance from the University of Colorado Boulder and a M.S.
in Computational Finance and Risk Management from the University of Washington.
He is also a
Chartered Financial Analyst charterholder.
Aktiva positioner av Nathan Barnard
| Företag | Position | Start |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Analyst-Equity | 2025-11-18 |
Tidigare kända positioner av Nathan Barnard
| Företag | Position | Slut |
|---|---|---|
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance LNW develops asset allocation strategies that focus on risk management through their research of capital markets and macroeconomic trends. The firm's investment process begins with a combination of top-down and bottom-up analysis of stocks with a focus on growth sectors. They seek to identify companies with quality management teams, low P/E ratios, sound balance sheets and above-average earnings per share growth. Sector percentages are determined on a top-down basis and change as fundamental valuations warrant. | Analyst-Equity | 2025-11-18 |
Nathan Barnards utbildningar
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| Privata företag | 4 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Finance |
University of Washington
University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance LNW develops asset allocation strategies that focus on risk management through their research of capital markets and macroeconomic trends. The firm's investment process begins with a combination of top-down and bottom-up analysis of stocks with a focus on growth sectors. They seek to identify companies with quality management teams, low P/E ratios, sound balance sheets and above-average earnings per share growth. Sector percentages are determined on a top-down basis and change as fundamental valuations warrant. | Finance |
University of Colorado Boulder
University of Colorado Boulder Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















