Nate Riley

Analyst-Equity at

Boston Trust Walden, Inc.

Finance

Consumer Services

Profile

Mr. Nathaniel J.
Riley, CFA MBA, is a Portfolio Manager & Senior Strategist at Boston Trust Walden, Inc. He is responsible for economic and market research, as well as quantitative analysis used by investment strategies across the firm.
He serves as Strategist on the firm’s Multi-Asset strategy team and as Portfolio Manager on the International Large Cap team, and is a member of the Investment, Investment Policy, and Portfolio Strategy Committees.
He began his career in 2004 and joined the firm in 2010.
Previously, he worked as a Securities Analyst at Cohen Capital Management, where he evaluated debt and equity securities and traded fixed income securities for client accounts.
He earned a BA from Dartmouth College and an MBA with Honors from the University of Chicago Booth School of Business.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
He is also the Treasurer of the Great Barrier Reef Foundation USA

Nate Riley active positions

Companies	Position	Start
Boston Trust Walden, Inc. Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation.	Analyst-Equity	01/01/2010

All active positions of Nate Riley

Former positions of Nate Riley

Companies	Position	End
Cohen Capital Management, Inc. (California) Cohen Capital Management, Inc. (California) Investment ManagersFinance CCM’s portfolios generally consist of equities, fixed income and/or cash instruments, including mutual funds, stocks, ETFs, bonds and cash. The firm focuses on fundamental, quantitative aspects of investments with a long-term view to total capital appreciation.	Corporate Officer/Principal	31/12/2009

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Linked companies

Private companies	4
Boston Trust Walden, Inc. Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation.	Finance
Cohen Capital Management, Inc. (California) Cohen Capital Management, Inc. (California) Investment ManagersFinance CCM’s portfolios generally consist of equities, fixed income and/or cash instruments, including mutual funds, stocks, ETFs, bonds and cash. The firm focuses on fundamental, quantitative aspects of investments with a long-term view to total capital appreciation.	Finance
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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