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Nathan Willis

Nathan Willis
Nathan Willis is Director of Portfolio Strategy for OneAscent Investment Solutions and has 25 years of investment experience, including 20 years investing in illiquid strategies. Nathan holds a bachelor’s degree in Business Administration with a concentration in Information Systems and a minor in Economics from Taylor University. He is a holder of the CFA Charter and CAIA designation. Nathan started his career at NationsBank where he spent several years managing institutional bond portfolios and an equity mutual fund. Prior to joining OneAscent, Nathan served as Chief Investment Officer of Greenhawk Corporation, a single-family office. At Greenhawk, Nathan was responsible for portfolio strategy and manager diligence. During his time at Greenhawk Nathan developed the allocation, sourcing, and diligence strategy for the private equity portfolio. Prior to Greenhawk, Nathan spent almost 15 years with GenSpring Family Offices, a unit of SunTrust Banks, where he constructed portfolios for multi-generational families. While at GenSpring, Nathan served on the Investment committee and manager selection committee and served developed programs to mentor junior investment staff. Prior to GenSpring, Nathan spent four years with the family office group of Wachovia Bank. Nathan resides in Birmingham, Alabama with his wife and three sons. He is a Deacon in the Presbyterian Church in America (PCA).
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Recent Posts

Key Events: Trump administration takes shape

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Key Events: Trump wins, Fed cuts rates again

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The stock market churned in October, ending down slightly as the market reduced its expectation for...

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Key Events: Earnings season update

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Key Events: Stimulus hopes and inflation reminders

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Key Events: Blowout jobs data

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September Review – The long-awaited rate cuts begin

The Fed finally began its long-awaited campaign of rate cuts in September! Why did they need to...

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Key Events: Rate cuts begin!

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Key Events: Slowing growth met with rate cuts

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