Nathan Sonnenberg, CFA, CAIA - Email & Phone Number

Chief Investment Officer at Pitcairn

Nathan Sonnenberg, CFA, CAIA is based out of Washington DC-Baltimore Area and works at Pitcairn as Chief Investment Officer.

Nathan Sonnenberg, CFA, CAIA's Contact Information

Latest update

May 4, 2024

Location

Washington DC-Baltimore Area

Nathan Sonnenberg, CFA, CAIA's Work History

Chief Investment Officer

Pitcairn

Jan 2023 - Present

IFP/IWC Executive Investment Committee

Integrated Financial Partners

Jan 2019 - Present

CEO and Founder

Wealth Management Consulting LLC

Sep 2016 - Jan 2023

Nathan Sonnenberg, CFA, CAIA's Education

University of Virginia

Bachelor of Science

1985 - 1989

Nathan Sonnenberg, CFA, CAIA's Skills

Portfolio Management

Investment Policy

Asset Allocation

Alternative Investments

Risk Management

Behavioral Finance

Nathan's current employer

Pitcairn

Description

Through an unwavering focus on integration, innovation, and communication, Pitcairn elevates the family office experience to a true partn...

Website

pitcairn.com

HQ Location

Jenkintown, Pennsylvania, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Pitcairn

Frequent questions about Nathan Sonnenberg, CFA, CAIA

What company is Nathan Sonnenberg, CFA, CAIA working for?

Nathan Sonnenberg, CFA, CAIA works for Pitcairn.

What is Nathan Sonnenberg, CFA, CAIA's function at Pitcairn?

Nathan Sonnenberg, CFA, CAIA is Chief Investment Officer at Pitcairn.

Where is Nathan Sonnenberg, CFA, CAIA based?

Nathan Sonnenberg, CFA, CAIA is based out of Washington DC-Baltimore Area.

Who are Nathan Sonnenberg, CFA, CAIA's co-workers?

Nathan Sonnenberg, CFA, CAIA's colleagues are Dirk Jungé, Andrew Busser, Leslie Voth, Daniel McPhail, Clark Pitcairn, Lawrence Bardfeld, Kelly Pennekamp, Craig Schmauder, Matthew McCarte, Jocelyn Schwartz, Genine Iffla, Mark Robinson, Matthew Hilbert, Leslie Heffernen, Laurie Martin, Stephanie Notarianni, Alan Houghton, Bruce Stewart, Stacey Turner, Kevin McNerney, Jay Goetschius, Ashley Ruhling, Sandon Herzlich, R.J. Smolenski, Michael Pidhirskyj, Dain Kistner, Morgan Mears, Ethan Ebner, Amy Clyne, Andrew Pace, Jock McCreary, Eric Gaul, Rick Pitcairn, Laura Kremp, George Smith.

Nathan's co-workers

Dirk Jungé

Former Chairman of the Board

Andrew Busser

President & Chief Executive Officer

Leslie Voth

President and Chief Executive Officer

Daniel McPhail

Director CFO Services

Clark Pitcairn

Senior Vice President

Lawrence Bardfeld

Chief Legal Officer and Executive Vice President

Kelly Pennekamp

Director, CFO Services & Controller

Craig Schmauder

Relationship Manager, CFO Services

Matthew McCarte

Senior Vice President & Relationship Manager

Managing Director & DC Office Head

Stephanie Notarianni

Managing Director of Operations & Technology

Alan Houghton

Managing Director

Bruce Stewart

Managing Director of Investment Strategy

Stacey Turner

Managing Director, Human Resources

Kevin McNerney

Director

Jay Goetschius

Managing Director and Head of Florida

Ashley Ruhling

Director of Client Portfolio Management

Sandon Herzlich

Managing Director - Wealth Management Services

R.J. Smolenski

Managing Director of Research

Michael Pidhirskyj

Director of Fixed Income

Dain Kistner

Director of Family Office Innovation

Morgan Mears

Investment Operations Specialist

Ethan Ebner

Family Wealth Analyst

Amy Clyne

Chief Knowledge and Learning Officer

Andrew Pace

Investment Research Analyst

Jock McCreary

Mayor

Eric Gaul

Chief Financial Officer

Rick Pitcairn

Chief Global Strategist

Laura Kremp

Relationship Development & Marketing Associate

George Smith

Relationship Manager

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.