Nat Beebe

Directeur Général chez

Ulland Investment Advisors LLC

Finance

Consumer Services

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.

Postes actifs de Nat Beebe

Sociétés	Poste	Début
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.	Directeur Général	01/01/2025

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Sociétés liées

Entreprise privées	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

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