Nate Garrison, CFA®, CAIA®, CIPM®, FRM® in

Nate Garrison, CFA®, CAIA®, CIPM®, FRM®

Critic · DISC type C
Senior Vice President / Chief Investment Officer at World Investment Advisors (formerly Pensionmark)
📍 United States

Nate Garrison is the SVP and Chief Investment Officer at World Investment Advisors, where he leads investment strategy, research, and communication. He specializes in scalable investment platforms, alternative investments, and AUM growth for wealth and retirement clients. He holds CFA®, CAIA®, FRM®, and CIPM® designations, reflecting his deep expertise in the field.

Nate is passionate about solving challenges for financial advisors and educates others as an Adjunct Instructor at Christopher Newport University. He is a prolific writer and speaker, sharing insights on market trends and strategies that help advisors reclaim their time and better serve clients through modern portfolio management platforms.

Unique fact: He holds four prestigious financial designations and is also completing a Master of Science in Analytics from Georgia Tech.

Read the full overview →
Experience
12 Years
Current Role
Senior Vice President / Chief Investment Officer
Job Level
Leadership
Location
United States
Personality Overview

How Nate shows up

Information Seeker
Critic
Objective Thinker

They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms. They like to take decisions independently and do not seek others' support often.

Priorities

Topics Nate cares about

Advisor Efficiency
Writes articles for AdvisorHub on how model portfolios and modern platforms can free up advisors' time, allowing them to focus on strengthening client relationships and growth.
Portfolio Personalization
Spoke at the Wealth Management EDGE conference about one of the industry's biggest opportunities: achieving scalability with personalization in portfolio management.
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Career

Work history

6-2023
Senior Vice President / Chief Investment Officer
World Investment Advisors (formerly Pensionmark)
1-2023
Adjunct Instructor
Christopher Newport University
3-2022 - 6-2023
Assistant Vice President, Fiduciary Services
Cambridge Investment Research, Inc.
4-2021 - 3-2022
Assistant Vice President, Due Diligence and Analysis
Cambridge Investment Research, Inc.
4-2019 - 3-2021
Senior Director, Due Diligence and Analysis
Cambridge Investment Research, Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Arts - BA
University of Virginia
Master of Science - MS
The Johns Hopkins University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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