Nat Beebe
Portfolio Manager-Equities at Ulland Investment Advisors LLC
Profile
Mr. Nathaniel J.
Beebe, CFA, is an Equity Research Analyst at Ulland Investment Advisors LLC (UIA).
Mr. Beebe began his career at UIA as an Equity Research Analyst in June 2006, later becoming the Director of Research.
In 2010, he was promoted to Director of Client Service and is now the firm’s Portfolio Manager across all client accounts at UIA.
Mr. Beebe graduated from Carleton College with a degree in Economics and is a CFA charterholder.
Nat Beebe active positions
| Companies | Position | Start |
|---|---|---|
Ulland Investment Advisors LLC
 Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Portfolio Manager-Equities | 30/04/2016 |
Training of Nat Beebe
| Carleton College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Ulland Investment Advisors LLC
Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Finance |
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