Management Team

Strategy Team

Nathan Sonnenberg, CFA, CAIA

Managing Director, Asset Allocation & Risk Management

Nathan Sonnenberg is the Managing Director of Asset Allocation and Risk Management and a member of the Investment Committee, Product Development Committee, and Investment Quality Assurance Committee. Nathan is responsible for managing Fortigent’s Monte Carlo simulation, asset allocation, and portfolio construction processes. He oversees the search and selection of Fortigent’s equity manager and strategies, and assists in the evaluation and selection of alternative investment strategies. He is the Portfolio Manager of the CMS Insight Fund, Fortigent’s high volatility, high expected return fund of funds.

Prior to joining Fortigent, Nathan served as a management consultant with Coopers & Lybrand as part of its information technology group. He earned a Bachelors of Science in Systems Engineering from the University of Virginia, and holds the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation, and the NASD Series 65 license.