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Fortigent Names Nathan Sonnenberg As Chief Investment Officer
October 19, 2009
Rockville, MD, October 19, 2009 — Fortigent LLC, the leading provider of outsourced wealth management solutions to financial advisors and institutions targeting high net worth clients, announced today that Nathan Sonnenberg has been named Chief Investment Officer.
In his new position, Mr. Sonnenberg will lead the firm’s asset allocation efforts, have operational oversight of the equity, fixed income, and alternative investments teams, and will play a primary role in determining and implementing Fortigent’s strategic investment research and strategy initiatives. His previous positions in the Fortigent Investment Research & Strategy Group include Director of Equity Investments and Managing Director of Asset Allocation and Risk Management.
“Nathan has been with the firm for 13 years, almost since inception,” says Scott Welch, Executive Committee Member and Senior Managing Director of Investment Research and Strategy. “He has been instrumental in building every aspect of the investment offering that differentiates the Fortigent client experience. He commands tremendous respect from his teammates, his colleagues and especially, from our clients. His long-term experience with Fortigent and the depth and breadth of his expertise across every aspect of our investment offering make him uniquely suited for his new position. I have had the great honor and privilege to work with Nathan for more than 10 years, and I look forward to continuing to work closely with him as we build the ‘go to’ wealth management platform for advisors serving the high net worth market place.”
“I am thrilled with my new responsibilities and with the growth prospects for Fortigent,” says Nathan Sonnenberg. “Investing is my passion, and the opportunity to focus that passion on helping our advisor clients deliver a superior investment experience to their end clients is very exciting to me. I work with a great team, and I look forward to steering their efforts ‘to the next level’.”
Mr. Sonnenberg earned a Bachelor of Science in Systems Engineering from the University of Virginia. He holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations. He lives in Virginia and is married with three children.
About Fortigent. Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, trust companies, and independent advisory firms. Services include an “open architecture” investment platform with particular expertise in alternative investments, a flexible unified managed account program, and consolidated wealth reporting. Fortigent’s web-based portal interface allows access to proposal and rebalancing tools, client portfolio reporting and accounting, as well as industry articles, research papers, and other practice management and business development resources. For more information, visit www.fortigent.com.
