Nate Byrd
Membre du Comité d'Investissement chez Hamilton Point Investment Advisors LLC
Profil
Mr. Nathan G.
Byrd, CFA MBA, is a Director at Hamilton Point Investment Advisors LLC.
In addition to providing investment management and financial planning services to Hamilton Point clients, Mr. Byrd is a member of the Investment Committee and a portfolio manager.
His experience includes serving as a co-portfolio manager for a mutual fund and various separately managed account strategies.
Before joining Hamilton Point in 2013, he worked at Altrius Capital Management as a Portfolio Manager, co-managing a mutual fund and several separate account investment strategies.
Prior to that, he was a Portfolio Manager for Wachovia Wealth Management, overseeing the investments for more than $800 million in private client assets.
He volunteers locally as President for the Rotary Club of Chapel Hill, on the Finance Committee for the North Carolina Botanical Gardens, and as a Trustee for the Eagles Nest Foundation.
Mr. Byrd earned his Bachelor of Science degree in Mathematical Economics from Wake Forest University in 2006.
He received a Masters in Business Administration from the University of North Carolina’s Kenan-Flagler School of Business in 2011.
Postes actifs de Nate Byrd
Sociétés | Poste | Début |
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Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | Membre du Comité d'Investissement | 01/03/2013 |
Anciens postes connus de Nate Byrd
Sociétés | Poste | Fin |
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Altrius Institutional Asset Management LLC
Altrius Institutional Asset Management LLC Investment ManagersFinance Founded in 2011, Altrius Institutional Asset Management LLC is a registered investment advisor located in New Bern, North Carolina. | Gestionnaire de Portefeuille-Actions | 31/12/2012 |
Oak Value Capital Management, Inc.
Oak Value Capital Management, Inc. Investment ManagersFinance Founded in 1986 by David R. Carr, Jr. and the late George W. Brumley III, Oak Value Capital Management, Inc. is a registered investment advisor located in Chapel Hill, North Carolina. The firm manages individual portfolios for institutions and high net-worth individuals and operates as a sub-adviser for several financial intermediaries. They also serve as the investment advisor for the Oak Value Fund. | Analyst-Equity | 31/05/2010 |
Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | - |
Formation de Nate Byrd
Wake Forest University | Undergraduate Degree |
The University of North Carolina at Asheville | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 4 |
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Oak Value Capital Management, Inc.
Oak Value Capital Management, Inc. Investment ManagersFinance Founded in 1986 by David R. Carr, Jr. and the late George W. Brumley III, Oak Value Capital Management, Inc. is a registered investment advisor located in Chapel Hill, North Carolina. The firm manages individual portfolios for institutions and high net-worth individuals and operates as a sub-adviser for several financial intermediaries. They also serve as the investment advisor for the Oak Value Fund. | Finance |
Wachovia Bank NA (Charlotte, North Carolina) | Finance |
Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | Finance |
Altrius Institutional Asset Management LLC
Altrius Institutional Asset Management LLC Investment ManagersFinance Founded in 2011, Altrius Institutional Asset Management LLC is a registered investment advisor located in New Bern, North Carolina. | Finance |