About Nate

Nate Brochmann, CFA, is a wealth advisor with the McMullan Team in William Blair's Private Wealth Management group. Before transitioning to his current role, Nate was an equity research analyst in the firm's Equity Research department where he worked for nearly 16 years. An industrial services analyst, he focused on logistics/transportation and commercial services. Previously, he was a management consultant at Andersen in its strategic valuation services group. Nate is a member of the CFA Society of Chicago and CFA Institute.

Nate lives in Lincoln Park with his wife. His interests include golf and travel.

 

Awards and Recognition:

StarMine/Financial Times Awards 2010, 2012, 2014, 2015 1
The Wall Street Journal "Best on the Street" in Business Services, 2012 2

1StarMine, a Thomson Reuters company, objectively measures the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates. The 2015 awards are based on quarterly periods reported between April 1, 2014, and March 31, 2015; only analyst performance on companies that are based in the United States is included in the award calculations. Prior years follow the same methodology. 

2The results of the “Best on the Street” survey were published in the May 10 issue of The Wall Street Journal. The survey recognized the top three analysts in 44 industry sectors, based on their performance during 2011. Analysts’ skill in picking stocks was measured using recommendation-performance scores calculated by FactSet Research Systems on the basis of the estimated total return, including price change and dividends of each eligible stock an analyst covered in an industry.

Credentials

CFA

Education

University of Illinois Urbana-Champaign, B.S.
University of Chicago, M.B.A.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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