Natalie R. Challen
Analyst-Equity at Willis Investment Counsel, Inc.
Profile
Ms. Natalie R.
Challen is a Director of Information Systems at Willis Investment Counsel, Inc. Her primary responsibilities include supporting the trading operations of the firm, portfolio analytics, and technology driven projects.
She also serves as secondary support for our operations team in terms of reporting, compliance, and client service.
Ms. Challen was previously employed as Client Services Manager by Balentine LLC.
She holds a Bachelor of Business Administration from University of Georgia with a concentration in finance.
Natalie R. Challen active positions
| Companies | Position | Start |
|---|---|---|
Willis Investment Counsel, Inc.
 Willis Investment Counsel, Inc. Investment ManagersFinance Willis Investment Counsel, Inc. (WIC) is an independent, SEC-registered investment advisor headquartered in Gainesville, Georgia. The firm was founded in 1979 by Robert T. Willis, Jr. WIC manages assets for a wide array of clients such as individuals, corporations, captive insurance companies, foundations, endowments, and pension/401(k) plans. | Analyst-Equity | - |
Former positions of Natalie R. Challen
| Companies | Position | End |
|---|---|---|
Balentine LLC
 Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Sales & Marketing | - |
Training of Natalie R. Challen
| University of Georgia | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Finance |
Willis Investment Counsel, Inc.
Willis Investment Counsel, Inc. Investment ManagersFinance Willis Investment Counsel, Inc. (WIC) is an independent, SEC-registered investment advisor headquartered in Gainesville, Georgia. The firm was founded in 1979 by Robert T. Willis, Jr. WIC manages assets for a wide array of clients such as individuals, corporations, captive insurance companies, foundations, endowments, and pension/401(k) plans. | Finance |
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