Nate Whitaker
Equity Research Analyst @Howard Capital Management Howardcapital.Com
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WORK HISTORY
Equity Research Analyst @Howard Capital Management Howardcapital.Com
Los Angeles, CA, US
All-cap generalist focused on fundamental research. Responsibilities include monitoring portfolio names, idea generation, and investment due diligence. Serve on the investment committee and participate in macro strategy meetings.Founded in 1974, Howard Capital Management is a fee-based financial services company with offices in Los Angeles and New York. We have been providing clients with impartial investment advice and guidance for over four decades. We are proud of our dedicated, experienced, and diverse team of professionals that includes attorneys, MBAs and CFAs. Our team works diligently with high-net-worth families and individuals, foundations, charitable entities, and endowments to help preserve and grow their wealth. Since our inception, we have operated upon the foundation of strategic thinking and independent analysis to provide our clients with traditional, yet time proven techniques to manage wealth.
EDUCATION
New York University
Professional Certificate in Financial Analysis, Finance
Penn State University
Bachelor of Science, Kinesiology
USC Marshall School of Business
Master of Business Administration (MBA)
ABOUT NATE WHITAKER
Equity Research Analyst at Howard Capital Management
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