Nathan Rowader

Nathan J. Rowader

Senior Portfolio Manager

San Francisco, CA
Message
Connect
Profile:

Summary

Portfolio manager with 15+ years experience in the fixed income and asset allocation space.

Experience

2019 Oct - Present
Financial Advisor
Summit Wealth Strategies / San Francisco, CA
  • Part of an elite team of advisors within Equitable that operated as a boutique wealth management firm
  • Designed a highly customized solution combining municipal bonds, portfolio loans, and insurance to cover future estate tax obligations with out impacting liquidity
  • Analyzed, drafted, edited, and delivered comprehensive financial plans to clients with unique tax planning needs, specifically large low basis single stock position
  • Developed a digital marketing strategy to attract high net worth prospects
2007 Jan - 2018 Aug
Senior Portfolio Manager
Salient Partners / San Francisco, CA

Salient Partners is an investment manager with peak AUM of $21.2 billion and offices located in Houston, San Francisco, and New York City. As Senior Portfolio Manager, oversaw the entire multi-asset class business with peak AUA of $9.8 billion. The role included the management of 1 other portfolio manager, three analysts, and two programmers.

  • Lead portfolio manager of a highly ranked multi-asset class income portfolio with peak AUM of $1.3 Billion which was funded entirely by new assets
  • Multi-Asset income portfolio consistently generated 2-3% yield in excess of the 10-year treasury yield while maintaining a Sharpe Ratio of 2.5 to 3.5
  • Personal expertise in high yield corporate and municipal bonds in both cash and derivative markets
  • Lead portfolio manager of the advisory business with peak AUA of $6.8 billion advising corporations, pension plans, and wealth management
  • Developed internal portfolio management systems to manage data input & integrity as well as process the expected returns, forecasted risk, tax assumptions, and reallocations
  • Principal investment spokesperson for all multi-asset class strategies including hundreds of oversight meetings with executives and trustees for a wide variety of clients as well as a vast number of meetings with the press, existing clients and prospective clients
2004 Feb - 2007 Jan
Fixed Income Trader
OppenheimerFunds / New York, NY

OppenheimerFunds is one of the world's most reputable investment firms, experts in global asset management strategies. The trading role was responsible for developing the trading and risk tools for managing currency and derivative exposure for all fixed income traders.

  • Developed and deployed an automated system that allowed traders to see their risk positions in real time
  • Built reporting system for use by portfolio and risk managers
2003 Jan - 2004 Feb
Founder & CEO
Market Logic / Boulder, CO

Developed sales proposal software for wealth managers that compared existing portfolios to recommended portfolios in terms of hypothetical performance, cost savings, risk, investment goals, and ratings. The system included a unique payment structure that used a revenue share from business acquired using the proposal system

1998 Jun - 2003 Jan
Senior Data Analyst & Senior Project Manager
Wall Street on Demand / Boulder, CO

Wall Street on Demand is in the business of design, development, and hosting of websites, reports, and tools for the financial services industry. This role acted as a developer and project manager for the data acquisition team which was tasked with the input and quality control of an immense amount of financial data from nearly every financial data source.

  • 12th employee which grew to over 300+ people while employed
  • Managed the development and rolled out the data platform for the newly developed European business while working in London

Education

2006
University of Colorado
Master of Business Administration, Finance and Accounting
2004
University of Phoenix
BS in Accounting

‚óŹ Completed while working to build Wall Street on Demand's business

Skills