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Nat Beebe, CFA

Nat BeebePresident & Portfolio Manager
nat.beebe@ullandinvestment.com

Experience

Featured in Barron’s for his view on the fixed income market, and specifically for his view on the preferred/hybrid market.

Nat Beebe joined Ulland Investment Advisors in June 2006, after interning with the firm in 2005. Nat began his career at Ulland as an equity research analyst, later becoming the Director of Research. In 2010, Nat was promoted to Director of Client Service and is now the firm’s Portfolio Manager across all client accounts at Ulland Investment Advisors.

Nat graduated from Carleton College with a degree in Economics and is a CFA charterholder.

If you would like to learn more about UIA, please call Nat directly at 612-312-1402. Or email him at nat.beebe@ullandinvestment.com.

Education

Nat graduated from Carleton College with a B.A. in Economics. His senior thesis explored e-commerce and heterogeneous pricing.  Nat is a CFA® charterholder and has his NASD Series 65 license.

Interests

Nat is an avid outdoorsman. On summer weekends he is likely to be found walleye fishing near his hometown of Brainerd.

Nat is an active member of the Minneapolis Club, serving on both the Young Member Committee and Children and Family Committee.

James Ulland

James Ulland

CEO & Chairman

Nat Beebe

Nat Beebe, CFA

President & Portfolio Manager

James Skjong

James Skjong

Director of Trading, Compliance & Operations

Jared Plotz

Jared Plotz, CFA

Director of Research

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Ulland Investment Advisors

4550 IDS Center · Eighty South Eighth Street · Minneapolis MN 55402 · Telephone: 612-312-1400 · Facsimile: 612-204-3464