![Nathan Willis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Nathan Willis
Gestionnaire de Portefeuille-Actions chez
OneAscent Investment Solutions LLC
Profil
Mr. Nathan Willis, CFA, is a Director of Portfolio Strategy & Senior Portfolio Manager 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
 OneAscent Investment Solutions LLC Investment ManagersFinance OAIS methods of analysis may include, but are not limited to, Values-Based Investing, Lifecycle Analysis, Fundamental Analysis, Charting Analysis, Technical Analysis, and Quantitative Analysis. | Gestionnaire de Portefeuille-Actions | 01/06/2021 |
Anciens postes connus de Nathan Willis
| Sociétés | Poste | Fin |
|---|---|---|
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Corporate Officer/Principal | 01/01/2000 |
Formation de Nathan Willis
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Fonctions occupées
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Entreprise privées
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3
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Taylor University
 Taylor University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
OneAscent Investment Solutions LLC
OneAscent Investment Solutions LLC Investment ManagersFinance OAIS methods of analysis may include, but are not limited to, Values-Based Investing, Lifecycle Analysis, Fundamental Analysis, Charting Analysis, Technical Analysis, and Quantitative Analysis. | Finance |
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