Nathan Roethel

Nathan Roethel, CMT, is currently an International Equity Analyst at Karpus Investment Management, based in Honeoye Falls, NY. In this role, he specializes in evaluating and recommending investments across diverse international equity markets, with a particular focus on closed-end funds (CEFs), exchange-traded funds (ETFs), and global equity strategies. His responsibilities include sector analysis, portfolio construction support, and the identification of value opportunities in international markets.

Roethel’s investment sectors of focus span international equities and related vehicles, such as mutual funds, CEFs, and alternative investments including SPACs, REITs, and commodity funds. Prior to joining Karpus Investment Management in January 2021, he held positions as Senior Financial Operations Analyst and Financial Analyst in operations at FIFCO USA, where he developed expertise in financial analysis and operational efficiency.

He holds a Bachelor’s degree in Corporate Finance, with a minor in Economics, from St. John Fisher College. Nathan Roethel is a Chartered Market Technician (CMT), reflecting his deep proficiency in technical analysis for portfolio management and market evaluation. He is valued for his analytical rigor applied to international equity selection and his ability to identify investment opportunities across global asset classes.