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Nathaniel Fleming

Nathaniel Fleming

Investment Analyst at Crystal Rock Capital Management

Chicago, IL , United States

About

Nathaniel Fleming is an Investment Analyst at Crystal Rock Capital Management, based in Bannockburn, Illinois, a suburb of Chicago. Since joining the firm in March 2016, he has supported portfolio analytics and multi-sector research initiatives, focusing on publicly traded equities. Fleming's responsibilities include equity research, supporting investment decision-making, and overseeing reporting for regulatory filings, as confirmed by his signature on SEC filings on behalf of the firm.

He covers a range of sectors, particularly within finance and consumer services, and plays a key role in the construction of concentrated, long-term oriented equity portfolios for private investors. Fleming’s work involves detailed sector analytics, helping Crystal Rock Capital Management deliver risk-adjusted equity returns across a select, actively managed portfolio of public equities.

Mr. Fleming holds a Bachelor of Science in Finance with minors in Mathematics and Statistics from St. Francis University in Loretto, Pennsylvania. Prior to joining Crystal Rock, he gained relevant experience at Northwestern Mutual and in managerial roles in the private sector. He is recognized for his analytical rigor and his commitment to disciplined, research-driven investment management in public equity markets.

Career History

OrganizationRoleDate RangeDetails
Crystal Rock Capital ManagementInvestment AnalystMar 2016 to Present
Equity analytic coverage for Airline, Leisure, Sports Betting, Homebuilding, and Consumer industries Develop and analyze both historical and projected financial models and valuations Coordinate with M...
Tennis Industry AssociationNational Cardio Tennis TrainerApr 2015 to Mar 2016
Train and develop tennis professionals in how to properly provide Cardio Tennis Present curriculum in classroom and on-court to group sizes ranging from 10 - 100 people
Midtown Athletic ClubsDirector of Adult TennisApr 2013 to Mar 2016
Promote, direct, and provide individual, semi-private, and group lessons Staff and prepare events Manage, train, and preserve tennis instructors Maintain positive customer relations Manage to budgeted...

Education

Saint Francis University

Bachelor's degree, Finance, General

2008 2012