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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

May review – Interest rates are driving the stock market again

Interest rates drove the stock market during the second half of 2023 – the chart below...

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Key Events: The best is yet to come (?)

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Key Events: When meme stocks take a roller coaster ride

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Key Events: Inflation dampens consumers’ outlook

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April review – Facing reality

Face reality as it is, not as it was or as you wish it to be.

– Jack Welch

The most important driver of strong stock...

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Key Events: Stagflation fears resurface

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Key Events: Inflation and geopolitical worries

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Key Events: Inflation hits a bump

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Key Events: Tension - in the middle east and interest rates

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What does your bracket have to do with your portfolio?

I messed up during March Madness in 2018. My dad and I had tickets to the games in Charlotte...

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