Profil
Mr. Nathaniel J.
Riley, CFA MBA, is a Senior Strategist at Boston Trust Walden, Inc. He is responsible for economic and market research, as well as quantitative analysis used by investment strategies across the firm.
He serves as Strategist on the firm’s Multi-Asset strategy team and as Portfolio Manager on the International Large Cap team, and is a member of the Investment, Investment Policy, and Portfolio Strategy Committees.
He began his career in 2004 and joined the firm in 2010.
Previously, he worked as a Securities Analyst at Cohen Capital Management, where he evaluated debt and equity securities and traded fixed income securities for client accounts.
He earned a BA from Dartmouth College and an MBA with Honors from the University of Chicago Booth School of Business.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
He is also the Treasurer of the Great Barrier Reef Foundation USA
Postes actifs de Nate Riley
| Sociétés | Poste | Début |
|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Analyst-Equity | 01/01/2010 |
Anciens postes connus de Nate Riley
| Sociétés | Poste | Fin |
|---|---|---|
Cohen Capital Management, Inc. (California)
 Cohen Capital Management, Inc. (California) Investment ManagersFinance Cohen Capital Management, Inc. (CCM) is a registered independent wealth management firm headquartered in Corte Madera, California. The firm was founded by Jay A. Cohen in 1995. CCM manages clients’ cash balances, equity and fixed income portfolios on a fully disclosed basis primarily for high net-worth individuals. | Corporate Officer/Principal | 31/12/2009 |
Formation de Nate Riley
| Dartmouth College | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Expériences
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Finance |
Cohen Capital Management, Inc. (California)
Cohen Capital Management, Inc. (California) Investment ManagersFinance Cohen Capital Management, Inc. (CCM) is a registered independent wealth management firm headquartered in Corte Madera, California. The firm was founded by Jay A. Cohen in 1995. CCM manages clients’ cash balances, equity and fixed income portfolios on a fully disclosed basis primarily for high net-worth individuals. | Finance |