Nathan Roberts
Investitore di Private Equity presso CAZ Investments /Private Equity/
Profilo
Nathan serves as Senior Vice President – Investment Strategies.
He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments.
Nathan also facilitates the ability of outside investors including family offices, and registered investment advisors and institutions to co-invest with the firm and our principals & shareholders.
Nathan brings more than three decades of experience in alternative investments, with a career that spans both buy side and sell side experience.
He began his career at Goldman Sachs & Company in the futures and foreign exchange division.
He worked in various roles across operations, client service and sales & trading coverage of large Hedge Funds, CTAs, Asset Managers, Pensions and Sovereign Wealth Funds.
Nathan joined a premier CTA manager, John W.
Henry & Co., in 1995 and spent 15 years in various roles that included trading, management and capital raising.
He was a Director of Business Development at both Bank of America and Wells Fargo Securities prior to joining CAZ Investments.
A native Texan, Nathan lives in Dallas and has two children, one in high school and the other at Texas Tech University.
Posizioni attive di Nathan Roberts
Società | Posizione | Inizio |
---|---|---|
CAZ Investments /Private Equity/
CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Investitore di Private Equity | 01/02/2021 |
Precedenti posizioni note di Nathan Roberts
Società | Posizione | Fine |
---|---|---|
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Direttore/Membro del Consiglio | 01/07/2016 |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Direttore/Membro del Consiglio | 01/03/2013 |
John W. Henry & Co., Inc.
John W. Henry & Co., Inc. Investment ManagersFinance John W. Henry & Co., Inc. provides asset management and investment advice services. The firm manages assets for retail, institutional and private investors in the Americas, Europe and Asia. The company was founded in 1982 by John William Henry and is headquartered in Boca Raton, FL. | Corporate Officer/Principal | 01/12/2009 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 01/02/1995 |
Formazione di Nathan Roberts
The University of North Carolina at Greensboro | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
---|---|
CAZ Investments /Private Equity/
CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
John W. Henry & Co., Inc.
John W. Henry & Co., Inc. Investment ManagersFinance John W. Henry & Co., Inc. provides asset management and investment advice services. The firm manages assets for retail, institutional and private investors in the Americas, Europe and Asia. The company was founded in 1982 by John William Henry and is headquartered in Boca Raton, FL. | Finance |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Finance |
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