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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

Inflation and Earnings and Elections, Oh My!

There were a host of worries this October that might have kept us from following the yellow brick road...

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Key Events: Earnings and hints of a Central Bank Pivot

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Key Events: Profit margins fall, as does the British Prime Minister

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Key Events: The Fed is serious about inflation, and the world faces lots of serious problems

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Key Events: The Fed is serious about inflation

The market seems to be grasping for any hope that the Fed will pivot towards a more accommodating...

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Avalanche Prevention

Skiers often hear explosions during their morning preparation as the resorts trigger mini avalanches up on the mountain. The...

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Key Events: Russia actions exacerbate concerns about inflation and the US economy

Two key events drove the markets this week. First, in a surprise...

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Key Events: Inflation pressures dominated

On Tuesday, then again on Wednesday, the markets were greeted with news of higher-than-expected...

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Key Events: The dominant news this week was the passing of Queen Elizabeth II

While Americans may not have affection for the monarchy, the...

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August Market Review

Many wise investors hold to the stock market maxim, attributed to legendary investor Martin Zweig: “don’t fight the Fed.”[1]...

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