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Nathan Shapiro Cfa

Director | Equity Analyst - Generalist at Sterling Capital Management LLC

Nathan Shapiro, CFA, CPA has a diverse work experience starting with their current role as a Director and Equity Analyst at Sterling Capital Management LLC. Prior to this, they worked as an Investment Consultant at L/S TMT Hedge Fund and as an Investment Analyst Summer Associate at American Century Investments. Nathan also gained experience as an MBA Investment Analyst at Brizo Capital and as an Equity Research Analyst at Berenberg Capital Markets, where they supported the build-out of the Small and Mid-Cap Opportunity Team's consumer discretionary coverage. Before entering the finance industry, Nathan worked at EY in various roles, including Manager- Strategy and Business Transformation, Wealth and Asset Management, Senior Consultant- Strategy and Business Transformation, Wealth and Asset Management, and Staff Consultant- Financial Services Advisory. Nathan'sresponsibilities at EY involved project management, business analysis, and client pursuits, among other activities. Nathan's career began with an internship at Ernst & Young in their Business Advisory division.

Nathan Shapiro, CFA, CPA, has a strong educational background in accounting and finance. Nathan obtained a Bachelor of Science degree in Accounting and Finance from Binghamton University School of Management from 2009 to 2012. Subsequently, they pursued a Master's degree in Accounting from the same institution in 2013.

Furthermore, Nathan expanded their knowledge and skills by pursuing a Master of Business Administration (MBA) from Columbia Business School, which they completed from 2020 to 2022.

To supplement their education, Nathan has also earned several certifications. Nathan became a Certified Public Accountant (CPA) in March 2015, obtained the Chartered Financial Analyst (CFA) Charterholder designation in November 2017, and acquired the Series 7, 63, 87 certifications from FINRA in March 2020.

Overall, Nathan Shapiro's educational journey reflects a continuous pursuit of knowledge and professional development in the field of accounting and finance.

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