Find your path to Nathan
630 people in our graph share verified history with Nathan — schools, employers, funds. One of them is your warm intro.
Kerry WongunlockedNathan: together at Barclays (2012–2015)
×8Nathan: together at Harvard University
×3Nathan: together at Barclays
About
Nathan Sosner is a Principal at AQR Capital Management and heads the Specialized Investments Group, which addresses situations where laws and regulations affect trading, portfolio design and investment vehicle choice, overseeing tax-aware funds and accounts. His research on tax-aware investing has appeared in the Financial Analysts Journal and the Journal of Wealth Management, and he received the 2020 Graham and Dodd Award. He previously worked at Barclays Investment Bank, in AQR's Global Stock Selection group, and in MSCI Barra's Equity Research group, and holds a Ph.D. in economics from Harvard University with a B.A. and M.A. from Tel Aviv University.
Experience
- AQR Capital ManagementPrincipalcurrent2015 — presentGreenwich, Connecticut, United States
- Portfolio Management ResearchThe Journal of Wealth Management Advisory Board Membercurrent2021 — present
- Barclays Investment BankDirector2012 — 2015New York, New York, United States
- AQR Capital ManagementVice President2006 — 2011Greenwich, Connecticut, United States
- MSCI Inc.Senior Associate2004 — 2006
Skills & more
Tax Research2Asset Management2Finance3Research1Income Tax1Investments1Investment Management1Investment Strategies1Financial Markets1Financial Planning1Asset Allocation1Tax1
+12 more
Portfolio ManagementTeam BuildingPresentationsWorking with InvestorsEstate Tax PlanningTax-advantaged Investment StrategiesUS TaxInvestment ResearchAnalytical SkillsStrategyTeam LeadershipTeam ManagementLanguages English · Hebrew · Russian · Spanish
From Nathan's professional profile.
Colleagues at AQR Capital Management
Alberto Botter
Principal at AQR Capital Management
Alla Markova
Principal at AQR Capital Management
Antti Ilmanen
Principal at AQR Capital Management
Arthur Fischer-Zernin
Principal at AQR Capital Management
Bradley D. Asness
Principal at AQR Capital Management
Bradley Jones
Principal at AQR Capital Management
Bryan Kelly
Principal at AQR Capital Management
Chris Doheny
Principal at AQR Capital Management
Frequently asked questions
- Who is Nathan Sosner?
- Nathan Sosner is a Principal at AQR Capital Management and heads the Specialized Investments Group, which addresses situations where laws and regulations affect trading, portfolio design and investment vehicle choice, overseeing tax-aware funds and accounts. His research on tax-aware investing has appeared in the Financial Analysts Journal and the Journal of Wealth Management, and he received the 2020 Graham and Dodd Award. He previously worked at Barclays Investment Bank, in AQR's Global Stock Selection group, and in MSCI Barra's Equity Research group, and holds a Ph.D. in economics from Harvard University with a B.A. and M.A. from Tel Aviv University.
- Where does Nathan Sosner work?
- Nathan Sosner is Principal at AQR Capital Management.
- Where did Nathan Sosner go to school?
- Nathan Sosner studied at Harvard University (Doctor of Philosophy - PhD, Economics); Tel Aviv University (Master's degree, Economics); Tel Aviv University (Bachelor's degree, Economics).
Same school
Also attended Harvard University2,000
Ron ConwayFounder of SV AngelAlfred LinPartner at Sequoia CapitalChris DixonFounder & Managing Partner of a16z crypto at Andreessen HorowitzSarah TavelVenture Partner at BenchmarkDanny RimerPartner at Index VenturesLaela SturdyManaging Partner at CapitalG
+ 1,994 more
Also attended Tel Aviv University707
Arnon DinurPartner at 83NorthYoram SnirPartner at 83NorthRaz MaysharSenior Manager at Qualcomm VenturesDavid GoldschmidtManaging Director, Head of the Fund at Samsung Catalyst FundAmit ShofarSr. Investment Director at Samsung Catalyst FundRutie AdarInvestments & Innovation Sr. Director, Israel at Samsung Catalyst Fund
+ 701 more
Shared employers
Also worked at Portfolio Management Research1
Also worked at Barclays Investment Bank455
David Clark GuillermoInvestments at Impact America FundThomas RubensInvestor at DN CapitalKerry WongHead of Investor Relations at Pantera CapitalJohn McCulloughInvestor at OpenView Venture PartnersVinnie McSweeneyInvestor at OpenView Venture PartnersDavid ParraData Quality & Project Engineering Manager at Inveready Technology Investment Group
+ 449 more
Also worked at AQR Capital Management36
Kara ReuschVice President, Product Specialist Investor Relations at Bain Capital CryptoElena BrownVice President - Investor Relations at Siguler GuffPeter DahillChief Financial Officer at eCapital CanadaAdam MoelisAngelCliff AsnessManaging and Founding Principal at AQR Capital ManagementDavid G. KabillerFounding Principal at AQR Capital Management
+ 30 more
Also worked at MSCI Inc.30
Siddharth DhankharPrincipal at LightboxBenjamin F. DuPontManaging Partner at Chartline Capital PartnersEmmalyn ShawCo-Founder & Managing Partner at Flourish VenturesJosh ElserInvestor at Susquehanna Growth EquityScott FeldmanInvestor at Susquehanna Growth EquityAaron FlackInvestor at Susquehanna Growth Equity
+ 24 more