Nathan PalmerManaging Director, Head of Portfolio Management at Wilshire AdvisorsPanelist
Profile
Nate is a Managing Director, shareholder and head of Wilshire’s Portfolio Management group. He has over 25 years of industry experience and is responsible for creating multi-asset class, multi-manager investment solutions for institutional and financial intermediary clients. He is the Chairman of Wilshire’s Retirement Oversight Committee and Vice Chairman of the Wilshire Investment Committee.
Before joining Wilshire, Nate provided investment advice to clients at Convergent Wealth Advisors. Previously, he managed the public market investment portfolios for the endowment at the California Institute of Technology and for the defined benefit and defined contribution retirement assets at Intel Corporation. Nate began his career as a securities analyst in New York.
Nate graduated Phi Beta Kappa and cum laude from the University of Washington with a BA in business administration. He holds an MBA with High Distinction from the Stern School of Business, New York University. Nate holds the CFA designation.
Agenda Sessions
The Private Wealth surge: Democratizing private markets
, 4:40pmView Session
