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Nathan Sonnenberg Cfa Caia

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Nathan Sonnenberg Cfa Caia

Chief Investment Officer | Integrated Financial Partners

Washington, District of Columbia, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Nathan Sonnenberg Cfa Caia

Work Experience

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Chief Investment Officer at

Pitcairn

January 2023 - Present

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IFP/IWC Executive Investment Committee at

Integrated Financial Partners

January 2019 - Present

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CEO and Founder at

Wealth management consulting s. r. o.

September 2016 - January 2023

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Dynasty Investment Committee at

Dynasty Financial Partners

January 2019 - January 2023

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Chief Investment Officer at

Glassman Wealth Services, LLC

December 2013 - February 2016

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Director of Investments at

Wells Fargo & Company

September 2012 - November 2013

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Chief Investment Officer at

Fortigent, Llc

October 2009 - September 2012

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Director of Asset Allocation and Risk Management at

Fortigent, Llc

January 2007 - September 2009

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Managing Director of Equity Investments at

Lydian Wealth Management

January 2005 - December 2006

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Director of Equity Investments at

Lydian Wealth Management

January 2003 - December 2004

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Senior Analyst / Associate Director at

Cms Financial Services

October 1996 - December 2002

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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

mail

*****************@ifpadvisor.com

******@glassmanwealth.com

************@pitcairn.com

Colleagues

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Stephen Kolano Cfa

Chief Investment Officer

Kristi Carlson

Chief Financial Officer

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Lacy Leblanc

Chief of Operations

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Crpc John Pastore

Executive Vice President/Private Wealth Manager

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