Nate Whitaker
Analyst-Equity at Howard Capital Management Group LLC
Profile
Mr. Nathaniel A.
Whitaker, CFA MBA, is a Research Analyst at Howard Capital Management Group LLC.
He focuses on fundamental equity research and serves on the Investment Committee, which makes decisions for the firm regarding asset allocation and portfolio holdings.
Mr. Whitaker was employed as a Research Analyst by Howard Capital Management, Inc. (California).
He was also a Small-Cap Porfolio Manager for the Student and was Vice President of the American Finance Association.
Mr. Whitaker gained experience at Credit Suisse and Bloomberg in both Sales and Trading positions.
He received his undergraduate degree from The Pennsylvania State University in 2006 and earned his MBA from USC Marshall School of Business.
Nate Whitaker active positions
| Companies | Position | Start |
|---|---|---|
Howard Capital Management Group LLC
 Howard Capital Management Group LLC Investment ManagersFinance Howard Capital Management Group LLC (HCM) is a registered investment advisory firm headquartered in Los Angeles, California. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). HCM generally provides discretionary portfolio management services to high net worth individuals, trusts, estates, foundations, endowments, charitable organizations, corporations, and other business entities as well as non-discretionary advisory services to certain clients including company sponsored 401(k) plans. | Analyst-Equity | 2020-12-30 |
Former positions of Nate Whitaker
| Companies | Position | End |
|---|---|---|
Howard Capital Management, Inc. (California)
 Howard Capital Management, Inc. (California) Investment ManagersFinance Howard Capital Management, Inc. is an independent wealth management firm headquartered in Los Angeles, California. The firm was founded by Harold Howard in 1974 and provides investment advice to high net-worth families and individuals, foundations, charitable entities, and endowments. | Analyst-Equity | 2020-12-30 |
Training of Nate Whitaker
| The Pennsylvania State University | Undergraduate Degree |
| USC Marshall School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Howard Capital Management, Inc. (California)
Howard Capital Management, Inc. (California) Investment ManagersFinance Howard Capital Management, Inc. is an independent wealth management firm headquartered in Los Angeles, California. The firm was founded by Harold Howard in 1974 and provides investment advice to high net-worth families and individuals, foundations, charitable entities, and endowments. | Finance |
Howard Capital Management Group LLC
Howard Capital Management Group LLC Investment ManagersFinance Howard Capital Management Group LLC (HCM) is a registered investment advisory firm headquartered in Los Angeles, California. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). HCM generally provides discretionary portfolio management services to high net worth individuals, trusts, estates, foundations, endowments, charitable organizations, corporations, and other business entities as well as non-discretionary advisory services to certain clients including company sponsored 401(k) plans. | Finance |
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