Nathan Willis
Marktstratege bei OneAscent Investment Solutions LLC
Profil
Mr. Nathan Willis, CFA, is a Director of Portfolio Strategy 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.
Aktive Positionen von Nathan Willis
| Unternehmen | Position | Beginn |
|---|---|---|
OneAscent Investment Solutions LLC
 OneAscent Investment Solutions LLC Investment ManagersFinance Part of Oneascent Holdings LLC, OneAscent Investment Solutions LLC is a company that offers a values-aligned approach to planning, investments, and stewardship. The company is based in Birmingham, AL. The company serves faith-driven individuals, families, and organizations. | Marktstratege | 01.06.2021 |
Ehemalige bekannte Positionen von Nathan Willis
| Unternehmen | Position | Ende |
|---|---|---|
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Corporate Officer/Principal | 01.01.2000 |
Ausbildung von Nathan Willis
| Taylor University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
OneAscent Investment Solutions LLC
OneAscent Investment Solutions LLC Investment ManagersFinance Part of Oneascent Holdings LLC, OneAscent Investment Solutions LLC is a company that offers a values-aligned approach to planning, investments, and stewardship. The company is based in Birmingham, AL. The company serves faith-driven individuals, families, and organizations. | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Finance |
