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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Nate Garrison
Chief Investment Officer at World Investment Advisors
Speaker

Profile

Nate Garrison serves as Senior Vice President and Chief Investment Officer of World Investment Advisors (WIA). Nate leads the WIA investment team from Washington, Iowa. Nate previously held investment leadership positions at Cambridge Investment Research. Prior to Cambridge, Nate worked at Credit Suisse in Washington, D.C. and Steben & Company in Rockville, MD. He holds undergraduate degrees in Economics and History from the University of Virginia and a Master's degree in Applied Economics from Johns Hopkins University. Nate is a CFA Charterholder.

Agenda Sessions

  • Achieving Scalability with Personalization in the Portfolio

    2:45pm