Nate Garrison, CFA, CAIA, CIPM, FRM

Senior Vice President / Chief Investment Officer at Pensionmark, A World Company
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US

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Bio

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Experience

  • Pensionmark, A World Company
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Vice President / Chief Investment Officer
      • Jun 2023 - Present

  • Christopher Newport University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Adjunct Instructor
      • Jan 2023 - Present

  • Cambridge Investment Research, Inc.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Vice President, Fiduciary Services
      • Mar 2022 - Jun 2023

    • Assistant Vice President, Due Diligence and Analysis
      • Apr 2021 - Mar 2022

      Fairfield, Iowa, United States

    • Senior Director, Due Diligence and Analysis
      • Apr 2019 - Mar 2021

      Fairfield, IA

    • Director, Due Diligence and Analysis
      • Dec 2016 - Mar 2019

      Fairfield, IA

  • Credit Suisse
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Relationship Associate, Private Bank (USA)
      • Oct 2011 - Jun 2016

      Washington, DC

  • Steben & Company
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Regional Account Executive
      • Aug 2010 - Oct 2011

      Washington D.C. Metro Area

Education

  • University of Virginia
    Bachelor of Arts - BA
  • The Johns Hopkins University
    Master of Science - MS
  • Georgia Institute of Technology
    Master of Science - MS
    2021 -

Community

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