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.