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Alexander Joseph Nary
Portfolio Manager-Equities at Ostrum Asset Management U.S., LLC
Profile
Mr. Alexander J.
Nary is a Portfolio Manager at Ostrum Asset Management U.S., LLC.
Prior to joining Ostrum, Mr. Nary served as an executive officer of ARS Investment Management, LLC.
Before ARS, he was Senior Trader at F-Squared Investment Management from 2013 to 2015.
He was responsible for establishing F-Squared’s private client business, F-Squared Capital LLC, and managing over $4 billion of discretionary assets.
Previous to F-Squared, he was a Senior Trader at Windhaven Investment Management.
His responsibilities at Windhaven included the day to day management of all Windhaven Strategies, provided due diligence on all ETFs used in Windhaven strategies, and researched and built ETF pricing models.
After Charles Schwab purchased Windhaven in 2010, Mr. Nary facilitated the integration of the Windhaven strategies and trading team onto the new Charles Schwab platform.
He received his B.S.
in Finance and MBA from Boston College.
Mr. Nary has taken and passed the state investment adviser representative examination (Series 65).
Alexander Joseph Nary active positions
Companies | Position | Start |
---|---|---|
Ostrum Asset Management U.S., LLC
![]() Ostrum Asset Management U.S., LLC Investment ManagersFinance Ostrum Asset Management US LLC (OAM) is an investment management firm headquartered in New York City. The firm was founded in 2014 and is a subsidiary of Mirova SA, which is ultimately held by BPCE SA. OAM manages assets for institutional clients – insurers, pension funds, health insurers, corporations – as well as assets under administration for professional investors across all asset classes. | Portfolio Manager-Equities | 2015-12-31 |
Former positions of Alexander Joseph Nary
Companies | Position | End |
---|---|---|
ARS Investment Management LLC
![]() ARS Investment Management LLC Investment ManagersFinance ARS Investment Management LLC provides investment advice. The company is based in Needham, MA. The company was founded in 2015 by Timothy William Dolan. | Corporate Officer/Principal | 2015-12-30 |
Windward Investment Management
![]() Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Trading-Equity | 2010-11-08 |
Miller Brewing Co.
![]() Miller Brewing Co. Beverages: AlcoholicConsumer Non-Durables Miller Brewing Co. manufactures beer and fermented malt liquors. The company's principal beer brands are Miller Lite, Miller Genuine Draft and Miller High Life. It imports Pilsner, Urquell, Peroni Nastro Azzurro and Foster's and has craft brews Leinenkugel's and Henry Weinhard's. The company was founded by Frederick J. Miller in 1855 and is headquartered in Milwaukee, WI | Corporate Officer/Principal | 2010-11-08 |
F-Squared Capital LLC
![]() F-Squared Capital LLC Investment ManagersFinance Part of Cedar Capital LLC, F-Squared Capital LLC is a company that provides investment advice. The company is based in Wellesley, MA. | Corporate Officer/Principal | - |
Windhaven Investment Management, Inc.
![]() Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Trading-Equity | - |
Training of Alexander Joseph Nary
Boston College | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Windhaven Investment Management, Inc.
![]() Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Miller Brewing Co.
![]() Miller Brewing Co. Beverages: AlcoholicConsumer Non-Durables Miller Brewing Co. manufactures beer and fermented malt liquors. The company's principal beer brands are Miller Lite, Miller Genuine Draft and Miller High Life. It imports Pilsner, Urquell, Peroni Nastro Azzurro and Foster's and has craft brews Leinenkugel's and Henry Weinhard's. The company was founded by Frederick J. Miller in 1855 and is headquartered in Milwaukee, WI | Consumer Non-Durables |
Windward Investment Management
![]() Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Finance |
Ostrum Asset Management U.S., LLC
![]() Ostrum Asset Management U.S., LLC Investment ManagersFinance Ostrum Asset Management US LLC (OAM) is an investment management firm headquartered in New York City. The firm was founded in 2014 and is a subsidiary of Mirova SA, which is ultimately held by BPCE SA. OAM manages assets for institutional clients – insurers, pension funds, health insurers, corporations – as well as assets under administration for professional investors across all asset classes. | Finance |
ARS Investment Management LLC
![]() ARS Investment Management LLC Investment ManagersFinance ARS Investment Management LLC provides investment advice. The company is based in Needham, MA. The company was founded in 2015 by Timothy William Dolan. | Finance |
F-Squared Capital LLC
![]() F-Squared Capital LLC Investment ManagersFinance Part of Cedar Capital LLC, F-Squared Capital LLC is a company that provides investment advice. The company is based in Wellesley, MA. | Finance |
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