Natalie Briaud Pine
Analyst-Equity chez Briaud Financial Planning, Inc.
Profil
Ms. Natalie B.
Pine is an Advisor & Managing Partner at Briaud Financial Planning, Inc. She joined Briaud Financial Advisors in 2007 as an Investment Analyst.
After completing her CFP, she expanded her role to that of Financial Advisor, including both financial planning and wealth management.
Natalie became a partner in the firm in 2011.
In addition to her role as advisor, she manages the day to day operations and works tirelessly to assure the best possible client experience.
Over time, she has developed extensive expertise in estate planning, tax avoidance, business valuation and Medicare.
Before joining Briaud Financial Advisors, she worked for New York-based distressed debt hedge fund Davidson Kempner in London.
Before joining Davidson Kempner, she spent two years with Goldman Sachs in London working in the Mergers and Acquisitions department analyzing companies and opportunities for these companies in the debt, equity or leveraged buyout markets.
She has a Bachelor of Arts in Managerial Studies, Economics, and Electrical Engineering from Rice University.
Postes actifs de Natalie Briaud Pine
Sociétés | Poste | Début |
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Briaud Financial Planning, Inc.
Briaud Financial Planning, Inc. Investment ManagersFinance Briaud Financial Planning, Inc. (Briaud) is an independent registered investment advisor and wealth management firm headquartered in College Station, Texas. The firm was founded by Janet Briaud in 1986. Briaud offers comprehensive advisory and investment services to high net worth families and individuals across the US. | Analyst-Equity | 01/01/2007 |
Anciens postes connus de Natalie Briaud Pine
Sociétés | Poste | Fin |
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Davidson Kempner Capital Management LP
Davidson Kempner Capital Management LP Investment ManagersFinance Davidson Kempner Capital Management LLC (DKCM) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in New York City. The firm was founded in 1983 by Marvin Davidson and Thomas Kempner Sr. DKCM provides investment advice and investment management services to private investment funds. | Analyst-Equity | 01/05/2007 |
Formation de Natalie Briaud Pine
Rice University | Undergraduate Degree |
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Entreprise privées | 2 |
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Briaud Financial Planning, Inc.
Briaud Financial Planning, Inc. Investment ManagersFinance Briaud Financial Planning, Inc. (Briaud) is an independent registered investment advisor and wealth management firm headquartered in College Station, Texas. The firm was founded by Janet Briaud in 1986. Briaud offers comprehensive advisory and investment services to high net worth families and individuals across the US. | Finance |
Davidson Kempner Capital Management LP
Davidson Kempner Capital Management LP Investment ManagersFinance Davidson Kempner Capital Management LLC (DKCM) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in New York City. The firm was founded in 1983 by Marvin Davidson and Thomas Kempner Sr. DKCM provides investment advice and investment management services to private investment funds. | Finance |