Nat Beebe, Cfa

Nat Beebe, Cfa Email and Phone Number

President and Portfolio Manager at Ulland Investment Advisors @ Ulland Investment Advisors
Nat Beebe, Cfa's Location
Minneapolis, Minnesota, United States, United States
Nat Beebe, Cfa's Contact Details

Nat Beebe, Cfa work email

Nat Beebe, Cfa personal email

About Nat Beebe, Cfa

*Lead portfolio manager on Ulland Investment Advisor’s Intelligent Fixed Income (IFI) strategy. *Managed the strategy since inception in 2017, with current AUMs +$325 million.*Oversee +$400 million in fixed income assets, across all strategies at Ulland Investment Advisors. *Routinely featured in Barron’s for my view on fixed income, and specifically the preferred stock space. *Economics degree from Carleton College and CFA charterholder.Feel free to contact me with questions at nat.beebe@ullandinvestment.com

Nat Beebe, Cfa's Current Company Details
Ulland Investment Advisors

Ulland Investment Advisors

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President and Portfolio Manager at Ulland Investment Advisors
Nat Beebe, Cfa Work Experience Details
  • Ulland Investment Advisors
    President
    Ulland Investment Advisors Oct 2024 - Present
    Minneapolis, Minnesota, Us
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  • Ulland Investment Advisors
    Portfolio Manager
    Ulland Investment Advisors May 2016 - Present
    Minneapolis, Minnesota, Us
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  • Ulland Investment Advisors
    Director Of Client Service
    Ulland Investment Advisors Aug 2010 - Nov 2024
    Minneapolis, Minnesota, Us
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  • Ulland Investment Advisors
    Director Of Research
    Ulland Investment Advisors May 2008 - Aug 2011
    Minneapolis, Minnesota, Us
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  • Ulland Investment Advisors
    Equity Analyst
    Ulland Investment Advisors Jun 2006 - May 2008
    Minneapolis, Minnesota, Us
    View

Nat Beebe, Cfa Skills

Portfolio Management Equity Research Strategy Financial Modeling Equities Bloomberg Valuation Equity Valuation Investment Management Preferred Stock Fixed Income Portfolio Management Asset Allocation

Nat Beebe, Cfa Education Details

  • Carleton College
    Carleton College
    Economics

Frequently Asked Questions about Nat Beebe, Cfa

What company does Nat Beebe, Cfa work for?

Nat Beebe, Cfa works for Ulland Investment Advisors

What is Nat Beebe, Cfa's role at the current company?

Nat Beebe, Cfa's current role is President and Portfolio Manager at Ulland Investment Advisors.

What is Nat Beebe, Cfa's email address?

Nat Beebe, Cfa's email address is nj****@****ail.com

What schools did Nat Beebe, Cfa attend?

Nat Beebe, Cfa attended Carleton College.

What skills is Nat Beebe, Cfa known for?

Nat Beebe, Cfa has skills like Portfolio Management, Equity Research, Strategy, Financial Modeling, Equities, Bloomberg, Valuation, Equity Valuation, Investment Management, Preferred Stock, Fixed Income Portfolio Management, Asset Allocation.

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