Nathan Goldman, Cfa Email & Phone Number

As a Portfolio Strategist, I work with clients to build efficient, durable portfolios and develop asset allocation targets. I also conduct outside manager due diligence through performance measurement and evaluation. The broader Fairman Group team can assist clients with the integration of many financial needs, including tax planning, tax preparation, independent investment advice, cash flow/retirement analysis, and/or estate planning. Fairman Group Family Office is a fee-only service provider and is not affiliated with any product providers.

Greater Boston Area

Assist in generating trade allocation models for municipal bond strategies using Perform FPC Evaluate credit characteristics of in-kind fixed income transfers using CreditScopeFacilitate settlement of municipal bond trades by resolving any pricing or counterparty issuesPerform daily account reconciliation for retail fixed income and equity accounts, collaborating with colleagues as well as financial advisors and custodians in settling cash and position discrepanciesProvide operational support to internal wholesalers and trading desks by relaying relevant account information in a timely mannerCompile monthly reports monitoring position changes in all equity retail accounts using APL, a trading platform and database for separately managed accounts

Connecticut College Office Of Admissions

-Greeted visiting parents and students to the college-Answered phone calls regarding application and admission questions

Ovcs Office

-Transported volunteers to and from their volunteer sites-Collaborated with fellow CSD's in compiling daily schedules for volunteers

-Back-tested model portfolios based on buy/sell indicators determined by an in-house financial software called Newfound Research-Created automated Excel templates to conduct quantitative fundamental screenings-Assessed mutual funds by comparing recent performance in relation to funds managed under similar investment strategies