Profile
Ms. Natalie Weeks is a Research Associate at Sonen Capital LLC.
She primarily focuses on supporting our strategies in the public and alternative markets.
Ms. Natalie worked as a Client Services Associate at Guidepoint Global, an expert network firm, where she recruited and connected advisors with institutional investors.
She earned a Bachelor of Science from Tulane University with a double major in Mathematics and Psychology, as well as a minor in Management.
Natalie Weeks active positions
| Companies | Position | Start |
|---|---|---|
Sonen Capital LLC
Sonen Capital LLC Investment ManagersFinance Sonen uses an asset allocation approach tailored to each client’s financial and impact return objectives, risk tolerance, liquidity needs, tax and other personal considerations, which is designed to build a well-diversified investment portfolio with a focus on capital preservation, while taking advantage of short- and long-term opportunities in the global capital markets. Upon the development of an investment policy and long-term strategic asset allocation plan for a client, the firm will then construct a portfolio of investment products that considers the purpose, correlation, and risk/return profile of each investment. | Analyst-Equity | 2022-01-31 |
Training of Natalie Weeks
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| Private companies | 2 |
|---|---|
Sonen Capital LLC
Sonen Capital LLC Investment ManagersFinance Sonen uses an asset allocation approach tailored to each client’s financial and impact return objectives, risk tolerance, liquidity needs, tax and other personal considerations, which is designed to build a well-diversified investment portfolio with a focus on capital preservation, while taking advantage of short- and long-term opportunities in the global capital markets. Upon the development of an investment policy and long-term strategic asset allocation plan for a client, the firm will then construct a portfolio of investment products that considers the purpose, correlation, and risk/return profile of each investment. | Finance |
Tulane University (Louisiana)
Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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