Nathan Sonnenberg, CFA, CAIA®Chief Investment Officer
A member of Pitcairn's leadership team, Nathan spearheads the advancement of the firm's investment platform. He achieves this by developing and communicating investment strategy and policies, directing analysis, portfolio management, research, and risk management. This comprehensive approach leads to overall excellence in investment results and client experience.
Nathan oversees policies and processes for the active management of client portfolios including risk management guidelines for portfolio construction, selection methodologies, and other tactical processes.
Prior to Pitcairn, Nathan founded an outsourced-CIO consultancy Wealth Management Consulting, LLC. Nathan served as the CEO for the business that help independent advisors with investment strategy, portfolio implementation, manager selection, risk management, advisor support, and client education. Before starting Wealth Management Consulting, Nathan was the Chief Investment Officer at Glassman Wealth Services, a multi-billion RIA in the Washington DC area. He previously served as Director of Investments for the DC regional office of Abbott Downing, serving ultra-high-net-worth families in the area.
Nathan was Chief Investment Officer at Fortigent, LLC, a provider of outsourced investment research, technology and practice management solutions to RIAs and banks. For the better part of 16 years, Nathan was integral to the success and growth of Lydian Wealth Management and Fortigent, LLC.
Nathan earned a Bachelor of Science degree in Systems Engineering from the University of Virginia. He holds designations as a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). He is an active member of the CFA Society of Washington, DC.
Nathan enjoys playing tennis, running, skiing, and spending time with his family. He has three wonderful children and has been happily married for over twenty years.