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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: Cease Fire

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Key Events: $1 Trillion of interest

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October Doldrums

The three-month period from June through August saw the S&P 500 return 8.3%, a big departure from the expected ‘summer doldrums.’...

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Key Events: Profit margins on the decline

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Key Events: Proceeding Carefully

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Key Events: Goldilocks (?)

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Seeking Clarity

The S&P 500 has experienced a strong recovery from 2022 losses, led by improving economic data and AI-driven technology stock...

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Key Events: ”We’ll know it when we see it.”

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