Nat Beebe
Gestore di Portafoglio-Azioni presso Ulland Investment Advisors LLC
Profilo
Mr. Nathaniel J.
Beebe, CFA, is an Equity Research Analyst at Ulland Investment Advisors LLC (UIA).
Mr. Beebe began his career at UIA as an Equity Research Analyst in June 2006, later becoming the Director of Research.
In 2010, he was promoted to Director of Client Service and is now the firm’s Portfolio Manager across all client accounts at UIA.
Mr. Beebe graduated from Carleton College with a degree in Economics and is a CFA charterholder.
Posizioni attive di Nat Beebe
| Società | Posizione | Inizio |
|---|---|---|
Ulland Investment Advisors LLC
 Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Gestore di Portafoglio-Azioni | 01/05/2016 |
Formazione di Nat Beebe
| Carleton College | Undergraduate Degree |
Esperienze
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
| Aziende private | 1 |
|---|---|
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Finance |
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