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Nathan Sosner

Investor

Principal at AQR Capital Management

New York City Metropolitan Area

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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

  1. AQR Capital ManagementPrincipalcurrent2015 — presentGreenwich, Connecticut, United States
  2. Portfolio Management ResearchThe Journal of Wealth Management Advisory Board Membercurrent2021 — present
  3. Barclays Investment BankDirector2012 — 2015New York, New York, United States
  4. AQR Capital ManagementVice President2006 — 2011Greenwich, Connecticut, United States
  5. MSCI Inc.Senior Associate2004 — 2006

Skills & more

Tax Research2Asset Management2Finance3Research1Income Tax1Investments1Investment Management1Investment Strategies1Financial Markets1Financial Planning1Asset Allocation1Tax1
+12 morePortfolio ManagementTeam BuildingPresentationsWorking with InvestorsEstate Tax PlanningTax-advantaged Investment StrategiesUS TaxInvestment ResearchAnalytical SkillsStrategyTeam LeadershipTeam Management

Languages English · Hebrew · Russian · Spanish

From Nathan's professional profile.

Colleagues 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

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