Nate Whitaker
Equity Research Analyst at Howard Capital Management Group, LLC
About
Nate Whitaker, CFA, is an Equity Research Analyst at Howard Capital Management Group LLC in Culver City, California. In this role, he is responsible for conducting fundamental equity research and serves on the firm's Investment Committee, where he contributes to decisions on asset allocation and portfolio holdings. His client focus includes high net worth individuals, trusts, estates, endowments, and corporate entities.
Mr. Whitaker specializes in fundamental research and analysis across U.S. equity markets, with particular attention to portfolio construction and risk management. While his work spans the broader equity universe, he has notable expertise in small-cap equities, developed during his tenure as a small-cap portfolio manager for a student investment fund. He also has experience in institutional sales and trading from earlier roles at Credit Suisse and Bloomberg.
Nate Whitaker holds a CFA charter and an MBA from USC Marshall School of Business, where he was vice president of the American Finance Association. He earned his undergraduate degree from Pennsylvania State University in 2006 and has been a key contributor to Howard Capital Management’s investment research since joining in 2014.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Howard Capital Management (Howardcapital.com) | Equity Research Analyst | Jun 2014 to Present | — |
| Cfa Institute | Unknown to Present | — | |
| The TCW Group | Emerging Markets Research MBA Intern | Dec 2013 to Mar 2014 | — |
| Credit Suisse | Investment Banking Summer Associate | Jun 2013 to Aug 2013 | — |
| Credit Suisse | Sales Assistant | Jan 2010 to Jan 2012 | — |
| Bloomberg Lp | Fixed Income Specialist and Account Manager | Sep 2007 to Mar 2010 | — |
Education
USC Marshall School of Business
Master of Business Administration (MBA)
2012 — 2014
New York University
Professional Certificate in Financial Analysis, Finance
2008 — 2008
Penn State University
Bachelor of Science, Kinesiology
2002 — 2006
Thomas Jefferson High School for Science and Technology
1998 — 2002
Others at Howard Capital Management Group, LLC (3)
| Name | Role | Location |
|---|---|---|
 | President | Los Angeles, CA , United States |
J Jason Kaplan | Managing Partner | Beverly Hills, CA , United States |
 | Senior Managing Director | Los Angeles, CA , United States |