Nate Garrison, CFA®, CAIA®, CIPM®, FRM®
Login to view DISC.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.
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