Nate Harris
Onderzoeksdirecteur - Fxd Inc bij Appleton Partners, Inc.
Profiel
Mr. Nathan W.
Harris, CFA, is a Senior Vice President & Co-Director of Municipal Research at Appleton Partners, Inc. He joined Appleton in 2012 and currently serves as Co-Director of Municipal Research.
In this capacity he performs fundamental credit analysis and identifies fixed income investment opportunities.
His research involves a bottoms-up approach to issuer specific analysis, as well as monitoring legislative, regulatory, economic and fiscal developments.
He is currently serving as a Board Member and President of the Boston Municipal Analysts Forum and is a member of the Board of Governors of the National Federation of Municipal Analysts.
Prior to Appleton, Mr. Harris worked at Standish Mellon Asset Management where he was an Analyst in the Tax Sensitive Group.
In addition to helping Senior Analysts with Healthcare, Public Power, and Charter School sectors, he was responsible for covering the Senior Care and Single-Family Housing sectors.
He received his undergraduate degree from Bentley University.
He is a CFA charterholder and is a member of CFA Society Boston.
Actieve functies van Nate Harris
| Bedrijven | Functie | Begin |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Onderzoeksdirecteur - Fxd Inc | 01-07-2012 |
Eerdere bekende functies van Nate Harris
| Bedrijven | Functie | Einde |
|---|---|---|
Standish Mellon Asset Management Co. LLC
 Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Corporate Officer/Principal | 30-06-2012 |
The Bank of New York Mellon (New York)
 The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Corporate Officer/Principal | 30-04-2010 |
The Bank of New York Mellon Trust Co. NA
 The Bank of New York Mellon Trust Co. NA Major BanksFinance A subsidiary of the Bank of New York (NYSE: BK), Bank of New York Trust Co. NA (BNY) manages trust portfolios for individual investors. They are headquartered in Los Angeles. | Corporate Officer/Principal | 30-09-2007 |
Opleiding van Nate Harris
| Bentley University | Undergraduate Degree |
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| Bedrijven in privébezit | 4 |
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Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Finance |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Finance |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Finance |
The Bank of New York Mellon Trust Co. NA
The Bank of New York Mellon Trust Co. NA Major BanksFinance A subsidiary of the Bank of New York (NYSE: BK), Bank of New York Trust Co. NA (BNY) manages trust portfolios for individual investors. They are headquartered in Los Angeles. | Finance |