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Nathan Sonnenberg Cfa Caia
Nathan Sonnenberg Cfa Caia
Chief Investment Officer | Integrated Financial Partners
Washington, District of Columbia, United States
Nathan Sonnenberg Cfa Caia
Summary
Nathan Sonnenberg is a seasoned Chief Investment Officer at Pitcairn, where he leads the strategic development of investment policies and portfolio management for a prestigious family office. With expertise in alternative investments and a strong foundation in behavioral finance, he has a proven track record of enhancing client experiences through effective risk management and asset allocation strategies. Nathan's career spans over two decades, during which he has held senior roles at various financial institutions, demonstrating a deep commitment to educating clients and navigating complex market conditions. He is also an active member of several investment committees, contributing to strategic decisions that impact high-net-worth individuals. His educational background in Systems Engineering from the University of Virginia complements his analytical approach to investment management. Nathan's thought leadership is reflected in his published works, where he discusses the evolution of alternative investments and strategic investor insights. Beyond his professional achievements, he is passionate about building legacies for families and fostering sustainable investment practices.
Nathan Sonnenberg Cfa Caia
Work Experience
Chief Investment Officer at
Pitcairn
January 2023 - Present
IFP/IWC Executive Investment Committee at
Integrated Financial Partners
January 2019 - Present
CEO and Founder at
Wealth management consulting s. r. o.
September 2016 - January 2023
Dynasty Investment Committee at
Dynasty Financial Partners
January 2019 - January 2023
Chief Investment Officer at
Glassman Wealth Services, LLC
December 2013 - February 2016
Director of Investments at
Wells Fargo & Company
September 2012 - November 2013
Chief Investment Officer at
Fortigent, Llc
October 2009 - September 2012
Director of Asset Allocation and Risk Management at
Fortigent, Llc
January 2007 - September 2009
Managing Director of Equity Investments at
Lydian Wealth Management
January 2005 - December 2006
Director of Equity Investments at
Lydian Wealth Management
January 2003 - December 2004
Senior Analyst / Associate Director at
Cms Financial Services
October 1996 - December 2002
Nathan Sonnenberg Cfa Caia
Education
University of Virginia, Bachelor Of Science
January 1985 - January 1989
Frequently Asked Questions about Nathan Sonnenberg Cfa Caia
What is Nathan Sonnenberg Cfa Caia email address?
Nathan Sonnenberg Cfa Caia's primary email address is *****************@ifpadvisor.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Nathan Sonnenberg Cfa Caia work for?
Nathan Sonnenberg Cfa Caia is a Chief Investment Officer at Integrated Financial Partners, a company specializing in Functions related to depository banking.
Where Nathan Sonnenberg Cfa Caia graduated from?
Nathan Sonnenberg Cfa Caia holds a degree in Systems Engineering from University of Virginia.
How can I directly contact Nathan Sonnenberg Cfa Caia?
To contact Nathan Sonnenberg Cfa Caia directly, you can use the email address *****************@ifpadvisor.com. Complete contact information is available upon registration with Muraena.
Who is Nathan Sonnenberg Cfa Caia?
Nathan Sonnenberg is a seasoned Chief Investment Officer at Pitcairn, where he leads the strategic development of investment policies and portfolio management for a prestigious family office. With expertise in alternative investments and a strong foundation in behavioral finance, he has a proven track record of enhancing client experiences through effective risk management and asset allocation strategies. Nathan's career spans over two decades, during which he has held senior roles at various financial institutions, demonstrating a deep commitment to educating clients and navigating complex market conditions. He is also an active member of several investment committees, contributing to strategic decisions that impact high-net-worth individuals. His educational background in Systems Engineering from the University of Virginia complements his analytical approach to investment management. Nathan's thought leadership is reflected in his published works, where he discusses the evolution of alternative investments and strategic investor insights. Beyond his professional achievements, he is passionate about building legacies for families and fostering sustainable investment practices.
Nathan`s contact details
*****************@ifpadvisor.com
******@glassmanwealth.com
************@pitcairn.com
Colleagues
Chief Investment Officer
Chief Financial Officer
Chief of Operations
SVP
Executive Vice President/Private Wealth Manager
Sr. VP