Profil
Mr. Nathaniel J.
Beebe, CFA, is a President & Portfolio Manager at Ulland Investment Advisors LLC.
He began his career at Ulland as an equity research analyst, later becoming the Director of Research.
In 2010, he was promoted to Director of Client Service and is now the firm’s Portfolio Manager across all client accounts at Ulland Investment Advisors.
He graduated from Carleton College with a degree in Economics and is a CFA charterholder.
Aktive Positionen von Nat Beebe
| Unternehmen | Position | Beginn |
|---|---|---|
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance UIA offers five investment strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, Intelligent Blend and Strategic Equity) which seek to achieve above-market returns through a combination of growth and income. Client portfolio is tailor-made to match both their risk tolerance and return expectations. | Vorstandsvorsitzender | 01.01.2025 |
Ausbildung von Nat Beebe
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance UIA offers five investment strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, Intelligent Blend and Strategic Equity) which seek to achieve above-market returns through a combination of growth and income. Client portfolio is tailor-made to match both their risk tolerance and return expectations. | Finance |
Carleton College
Carleton College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















