Nat Beebe

Chief Executive Officer at

Ulland Investment Advisors LLC

Finance

Consumer Services

Profile

Mr. Nathaniel J.
Beebe, CFA, is a President & Portfolio Manager at Ulland Investment Advisors LLC.
He began his career at Ulland as an equity research analyst, 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 Ulland Investment Advisors.
He 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 UIA offers five investment strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, Intelligent Blend and Strategic Equity) which seek to achieve above-market returns through a combination of growth and income. Client portfolio is tailor-made to match both their risk tolerance and return expectations.	Chief Executive Officer	2024-12-31

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Linked companies

Private companies	2
Ulland Investment Advisors LLC Ulland Investment Advisors LLC Investment ManagersFinance UIA offers five investment strategies (Intelligent Fixed Income, Intelligent Fixed Income IG, Defensive Growth, Intelligent Blend and Strategic Equity) which seek to achieve above-market returns through a combination of growth and income. Client portfolio is tailor-made to match both their risk tolerance and return expectations.	Finance
Carleton College Carleton College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

Private companies

Finance