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Nate Shantz, Cfa Email & Phone Number

Location: New York, United States 8 work roles 4 schools
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Current company
Role
Partner
Location
New York, United States
Company size

Who is Nate Shantz, Cfa? Overview

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Quick answer

Nate Shantz, Cfa is listed as Partner at Grey River Associates, a with 1 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Nate Shantz, Cfa.

Nate Shantz, Cfa previously worked as Principal at Tri Volta Investments and Co-Founder & COO at Franchise Global Health. Nate Shantz, Cfa holds Master Of Business Administration - Mba Program from Yale School Of Management.

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Email format at Grey River Associates

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Grey River Associates

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Profile bio

About Nate Shantz, Cfa

Nate is deeply passionate about understanding how evolving market trends, macroeconomic shifts, regulatory landscapes, and political changes impact businesses and entrepreneurs. He currently is focused on solutions related to helping investors, individuals, and businesses manage global operations and exposures in an increasingly unpredictable and volatile world. Previously, he was part of the founding team of two ventures that went public on the Toronto stock exchange. Over the years, he has also lent his expertise as an advisor and investor to various entrepreneurial ventures.Nate began his career in the financial services sector working in junior roles at private equity and investment banking firms and is a Chartered Financial Analyst (CFA). He speaks Spanish and Portuguese fluently and has traveled to over 50 countries. He is an avid lover of history, nature, travel, and running, and currently resides in Tuscany, Italy.

Current workplace

Nate Shantz, Cfa's current company

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Grey River Associates
Grey River Associates
Partner
Panama
Website
Employees
1
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8 roles

Nate Shantz, Cfa work experience

A career timeline built from the work history available for this profile.

Principal

Current

Tri Volta Investments, an independent sponsor firm, focuses on majority and minority stake investments in special situations in the lower middle market and venture space. We identify, invest in, and support companies ready for growth through expansion.“Tri Volta” signifies our three pillars: Vision, Valor, and Vigor, guiding us in our strategic partnerships.Our ethos, “sapere aude,” meaning Dare to Know encourages us to embrace knowledge and bold action in fostering business growth.With solid industry knowledge, we target companies with potential for long-term success, aiming to achieve significant value creation.

May 2022 - Present

Co-Founder & Coo

Global wellness company specializing in health supplements, pharmaceutical lines, and medical cannabis. Successfully orchestrated the acquisition of a prominent European pharmaceutical distributor with annual revenues exceeding €40 million. Additionally, we strategically executed a bolt-on acquisition, becoming the first licensed medical cannabis distributor in Germany. Our achievements gained recognition, leading to a successful public listing on the Toronto Stock Exchange in March 2022. Subsequently, we were acquired by NASDAQ-listed company FloraGrowth (Ticker: FLGC) in December 2022. Throughout our journey, we solidified our position as trailblazers in the global wellness industry, operating and driving sales across Canada, the US, Latin America, and Europe.Acquired by NASDAQ listed FloraGrowth (Ticker:FLGC) in December 2022.

Jul 2018 - Jun 2022

Strategic Advisor

Thoughtful Brands is a leading e-commerce formulator and distributor of functional wellness and health supplements products. Advised them on optimizing their supply chain, internal financials, capital markets strategy and closing of their $600,000 capital raise.

Sep 2020 - Dec 2021

Founding Team | Director Of Finance

Toronto, Ontario, Ca

One of first employees supporting Co-Founders of Latin American focused CBD and medical cannabis company with first cultivation license in Colombia and medical clinic network prescribing therapies to patients in Latin America. Over $30mm raised and scaled from <5 employees to 80+ and go public on Toronto stock exchange in May 2018 with a concurrent raise of $20 million.TSX-V: KHRN

Feb 2017 - Jun 2018

Investment Analyst - Private Capital Group

Sydney, Nsw, Au

Macquarie is one of the largest investors in infrastructure and natural resources in the world. Worked in metals and mining private equity and structured debt group to due diligence deals across precious and base metals assets primarily in West Africa and Latin America.

May 2015 - Jun 2017

Sales And Trading Intern

Ubs

Zurich, Ch

May 2012 - Aug 2012
4 education records

Nate Shantz, Cfa education

Master Of Business Administration - Mba Program

Yale School Of Management

Bachelor Of Business Administration - Bba, Finance

Wilfrid Laurier University

Exchange Program, Spain, European Finance And Advanced Spanish

University Of Navarra

Education record

Oakville Trafalgar High School
FAQ

Frequently asked questions about Nate Shantz, Cfa

Quick answers generated from the profile data available on this page.

What company does Nate Shantz, Cfa work for?

Nate Shantz, Cfa works for Grey River Associates.

What is Nate Shantz, Cfa's role at Grey River Associates?

Nate Shantz, Cfa is listed as Partner at Grey River Associates.

Where is Nate Shantz, Cfa based?

Nate Shantz, Cfa is based in New York, United States while working with Grey River Associates.

What companies has Nate Shantz, Cfa worked for?

Nate Shantz, Cfa has worked for Grey River Associates, Tri Volta Investments, Franchise Global Health, Thoughtful Brands Inc., and Khiron Life Sciences Corp..

How can I contact Nate Shantz, Cfa?

You can use AeroLeads to view verified contact signals for Nate Shantz, Cfa at Grey River Associates, including work email, phone, and LinkedIn data when available.

What schools did Nate Shantz, Cfa attend?

Nate Shantz, Cfa holds Master Of Business Administration - Mba Program from Yale School Of Management.

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