Nathan Willis

Stratège de marché chez OneAscent Investment Solutions LLC

Profil

Mr. Nathan Willis, CFA, is a Director of Portfolio Strategy at OneAscent Investment Solutions LLC.
Prior to joining OneAscent, he served as Chief Investment Officer of Greenhawk Corporation, a single-family office.
At Greenhawk, he was responsible for portfolio strategy and manager diligence.
During his time at Greenhawk he developed the allocation, sourcing, and diligence strategy for the private equity portfolio.
Prior to Greenhawk, he spent almost 15 years with GenSpring Family Offices, a unit of SunTrust Banks, where he constructed portfolios for multi-generational families.
While at GenSpring, Willis served on the Investment committee and manager selection committee and served developed programs to mentor junior investment staff.
Prior to GenSpring, He spent four years with the family office group of Wachovia Bank.
He holds a bachelor’s degree in Business Administration with a concentration in Information Systems and a minor in Economics from Taylor University.
He is a holder of the CFA Charter and CAIA designation.

Postes actifs de Nathan Willis

Sociétés	Poste	Début
OneAscent Investment Solutions LLC	Stratège de marché	01/06/2021

Anciens postes connus de Nathan Willis

Sociétés	Poste	Fin
Bank of America, NA (Private Banking)	Corporate Officer/Principal	01/01/2000

Formation de Nathan Willis

Taylor University

Undergraduate Degree