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Nathan Sonnenberg — Chief Investment Officer · Pitcairn · Washington DC-Baltimore Area.
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About
For a century, Pitcairn has been a leading family office helping many of America’s most successful families protect and grow their wealth, and build legacies that span generations. Because of our integrated thinking, our clients have lived—and thrived—through ever-changing market conditions and generational shifts.
As Chief Investment Officer, I am responsible for advancing the strategy of Pitcairn’s investment platform by developing and communicating investment strategy and policies, directing analysis, portfolio management, research, and risk management leading to overall excellence in investment results and client experience. I am also part of the firm's senior Leadership Team, responsible for contributing to the firm's overall business strategy, and management and development of the investment team.
Experience
Chief Investment Officer
Jan 2023 – Present
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.
CEO and Founder
Wealth Management Consulting LLC · Vienna, VA
Sep 2016 – Jan 2023
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.
Education
Skills
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