Nathan Sonnenberg has been a Dynasty Investment Committee in Dynasty Financial Partners since 2019. Moreover, Nathan has professional experience at more than ten companies in the related field. Nathan has a total work experience of 17+ years. Nathan studied at the University of Virginia from 1985 to 1989. This professional has professional certification in Chartered Financial Analyst and Chartered Alternative Investment Analyst. Nathan Sonnenberg can be found in Vienna, Virginia – where this professional currently lives. You can contact with Nathan by looking for phone number or email address or find full information by requesting access to Nathan Sonnenberg's details from us.
Name variants:
Nathaniel Sonnenberg,
Nat Sonnenberg,
Nate Sonnenberg,
Natty Sonnenberg
Contact Information
Last Update
Jul 11, 2022
Email
ns**@gmail.com, na**@glassmanwealth.com
Location
Vienna, VA
Company
Workplace
Colleagues
Work History
Dynasty Investment Committee
200 Central Ave, St Petersburg, FL 33701
Active member on the committee providing feedback on the nature of portfolio structure, investment solutions, tactical shifts and manager implementations.
Outside non-voting member.
https...
from Jan 2019
Ifp and Iwc Executive Investment Committee
300 5Th Ave, Waltham, MA 02451
Active member of IFP/IWC Executive Investment Committee
https://tinyurl.com/y4fp2adw
https://ifpadvisor.com/
from Jan 2019
Chief Executive Officer and Founder
Wealth Management Consulting LLC provides strategic advice and consulting to the wealth management industry with a focus on high net worth clients. We provide guidance to firms in the follo...
from Sep 2016
Chief Investment Officer
8000 Towers Crescent Dr SUITE 1450, Vienna, VA 22182
As Chief Investment Officer, I Iead the research, due diligence and portfolio construction efforts that include directing all of the investment managers, equity and fixed-income analysts, ma...
Dec 2013 — Feb 2016
Director of Investments
90 south 7Th St SUITE 5100, Minneapolis, MN 55402
I managed a select group of relationships where I was responsible for the investment decisions of our ultra high net worth clients. My client focus was on education regarding portfolio const...
Sep 2012 — Nov 2013
Chief Investment Officer
2600 Tower Oaks Blvd Suite #300, Rockville, MD
Chairman of Investment Committee
Responsible for setting the firm's asset allocation strategies and portfolio models
Managed a multidisciplinary research team of 10 professionals (global ...
Oct 2009 — Sep 2012
Director of Asset Allocation and Risk Management
2600 Tower Oaks Blvd Suite #300, Rockville, MD
Created the asset allocation approach and framework for risk assets (stocks, bonds, real assets, alternative investments).
Portfolio manager for external client fund of funds.
Responsible...
Jan 2007 — Sep 2009
Managing Director of Equity Investments
Directly responsible for due diligence team and platform of US, International and Emerging Markets equity managers. Worked to set asset allocation strategy for global risk assets. Provided k...
Jan 2005 — Dec 2006
Director of Equity Investments
Focused on equity manager due diligence coverage. Managed team of four. Covered long-short strategies, diversified fund of funds and managed futures. Provided critical support in client meet...
Jan 2003 — Dec 2004
Senior Analyst and Associate Director
Responsible for due diligence of global equity managers and trading oriented strategies. Focused on fund of funds, long-short equity strategies and commodity trading advisors (CTAs) / manage...
Oct 1996 — Dec 2002
Education
1985 — 1989
Occupations
Executive
Chief Executive Officer
Founder
Manager
Corporate Executive
Chief Executive
Founding Member
Operations Manager
Skills
Portfolio Management
Investment Policy
Asset Allocation
Alternative Investments
Risk Management
Behavioral Finance
Client Education
Due Diligence
Tax Efficiency
Etfs
Hedge Funds
High Net Worth Individuals
Equity Research
Quantitative
Mutual Funds
Fixed Income
Asset Management
Fund of Funds
Presentations
High Net Worth
Fiduciary
Hedging
Investments
Investment Advisory
Wealth Management
Investment Management
Financial Advisory
Investment Strategies
Equities
Modern Portfolio Theory
Series 7
Series 63
FAQs about Nathan Sonnenberg
What's the main profession of Nathan Sonnenberg?
The expert is a Chief Executive Officer and Founder.
What are the profession of Nathan Sonnenberg?
These person's professions are Executive and Chief Executive Officer
Where is Nathan Sonnenberg currently located?
Nathan Sonnenberg is located in Vienna, Virginia.
What is the professional's email?
Nathan Sonnenberg's email is ns**@gmail.com and na**@glassmanwealth.com.
Where did Nathan Sonnenberg work?
This person worked at Dynasty Financial Partners, Integrated Financial Partners.
Where has Nathan Sonnenberg studied?
Nathan studied at the University of Virginia from 1985 to 1989.
What are the certifications of Nathan Sonnenberg?
Nathan received the following certifications: Chartered Financial Analyst and Chartered Alternative Investment Analyst.
What is the industry that Nathan Sonnenberg worked in?
Nathan works in Investment Management industry.