Nat Kellogg

President at

Marquette Associates, Inc.

Finance

Consumer Services

Profile

Mr. Nathaniel I.
Kellogg, CFA MBA, is a President at Marquette Associates, Inc. He has over 23 years of investment experience.
An owner of the firm, he has been with the company since 2010.
Mr. Kellogg assists the executive committee in managing day-to-day activities critical to executing the firm’s strategic plan, maintaining a positive culture, and executing on strategies to improve client results.
He serves on the firm’s diversity, equity, and inclusion committee, investment committee, OCIO committee, traditional and alternative manager search committees, sustainable investing group, and nonprofit services group.
Before joining Marquette, he was a senior equity analyst at Hudson Securities covering the electrical equipment and basic materials sectors.
Previously, he was a Research Analyst by Next Generation Equity Research LLC.
He holds a B.A. in history from Middlebury College and an M.B.A. from Northwestern University’s Kellogg School of Management.
He is a CFA charterholder and a member of the CFA Society of Chicago.

Nat Kellogg active positions

Companies	Position	Start
Marquette Associates, Inc. Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation.	President	01/01/2024

All active positions of Nat Kellogg

Former positions of Nat Kellogg

Companies	Position	End
Hudson Securities, Inc. Hudson Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/08/2010
Next Generation Equity Research LLC Next Generation Equity Research LLC Investment Banks/BrokersFinance Provides investment research	Analyst-Equity	31/12/2009

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Linked companies

Private companies	5
Hudson Securities, Inc. Hudson Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Next Generation Equity Research LLC Next Generation Equity Research LLC Investment Banks/BrokersFinance Provides investment research	Finance
Middlebury College Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Marquette Associates, Inc. Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation.	Finance