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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

Confidence

Our economy relies on the banking system to function. The banking system relies on your confidence that your bank will take care of your...

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Key Events: Rapid Unscheduled Disassembly  

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Key Events: Moderating 

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Bank Failure

The failure of Silicon Valley Bank (SVB) defined the month of March. SVB was the second largest bank failure in history (Washington...

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Key Events: We’re from the government, and we’re here to help 

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Key Events: Systemic Risk Fears 

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Key Events: The biggest bank failure since 2008

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Reality Check

Markets retreated this month after January’s strong returns.

  • Minutes of the January 31 – February 1 Fed meeting reflected expectations...
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Key Events: A grim anniversary

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Key Events: Goldilocks had a bad week

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