Nathan Sonnenberg CFA CAIA

I lead the strategic development of investment policy, analysis, and portfolio management for this century-old family office. I am responsible for establishing the investment team’s long-term capital market framework and strategies, and also oversee policies and processes for the active management of client portfolios including risk management guidelines for portfolio construction, selection methodologies, and other tactical processes as appropriate. I also supervise the investment team on origination, diligence, and selection of investment managers and research of capital markets.

Active member of the investment committee providing feedback on the nature of portfolio structure, investment solutions, tactical shifts and manager implementations. Outside non-voting member. https://dynastyfinancialpartners.com/bio?id=1892 https://dynastyfinancialpartners.com/

Wealth Management Consulting LLC provides strategic advice and consulting to the wealth management industry with a focus on high net worth clients. We provide guidance to firms in the following areas: 1) Investment Strategy, 2) Asset Allocation, 3) Alternative Investments, 4) Risk Management, 5) Manager Selection, 6) Tax Efficiency and 7) Client Education.

As Chief Investment Officer, I Ied the research, due diligence and portfolio construction efforts for the firm. This included oversight for all the investment managers, equity and fixed-income analysts, market strategists and research specialists. I co-chaired the Investment Policy Committee as we sought out opportunities for our clients and their families. I educate clients about how economic and global events affect the investments in their portfolios so they understand why they own what they own.

I managed a select group of relationships where I was responsible for the investment decisions of our ultra high net worth clients. My client focus was on education regarding portfolio construction, asset allocation, manager selection and markets. As a member of the asset allocation committee, I helped direct investment strategy as well as periodic tactical shifts within client portfolios.

Chairman of Investment Committee Responsible for setting the firm's asset allocation strategies and portfolio models Managed a multidisciplinary research team of 10 professionals (global equities, fixed income, real assets, alternative investments) Responsible for the quarterly Fortigent View - our tactical asset allocation recommendations Directly supported our largest clients relationships and their end clients

Created the asset allocation approach and framework for risk assets (stocks, bonds, real assets, alternative investments). Portfolio manager for external client fund of funds. Responsible for risk management and oversight of investment portfolios and alternative investment solutions. Managed equity due diligence team. Conducted due diligence on single manager hedge fund strategies and fund of funds.

Directly responsible for due diligence team and platform of US, International and Emerging Markets equity managers. Worked to set asset allocation strategy for global risk assets. Provided key support for ultra high net worth clients in meetings - focused on asset allocation, manager selection, manager attribution and market commentary.

Focused on equity manager due diligence coverage. Managed team of four. Covered long-short strategies, diversified fund of funds and managed futures. Provided critical support in client meetings around strategies, asset allocation, manager support and market commentary.

Responsible for due diligence of global equity managers and trading oriented strategies. Focused on fund of funds, long-short equity strategies and commodity trading advisors (CTAs) / managed futures from 1999 through 2002. Supported the principals in client meetings by providing market color and manager depth/expertise.