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Rocaton Investment Advisors LLC
Distance: 2.2 Mi601 Merritt 7 Ph
6851 Norwalk -
Oldham Resource Group
Distance: 3.1 Mi70 New Canaan Ave
06850 Norwalk -
Stonebridge Advisors Llc
Distance: 4.1 Mi187 Danbury Rd
36897 Wilton -
McClain Value Management, LLC
Distance: 6.7 Mi199 Elm St
06840 New Canaan -
Vision Investment Advisors, Llc
Distance: 9.1 Mi4 High Ridge Park Ste 100
06905-1325 Stamford
Website Links
Description
Following a successful career in the banking and asset management industry, Fred founded Netherby Advisors in 2007 to improve the competitive position of smaller market participants by better utilizing outsourcing and operational options. Fred has proven expertise in developing and executing high growth strategies having spent twelve years with the Bank of Bermuda Group in progressive levels of operational authority including: • President, CEO and Chairman of the Group’s New York - domiciled trust bank • Group Head of Strategic Planning and Corporate Development at the time of the bank’s acquisition by HSBC in 2004. After stepping down from HSBC in 2005, Fred joined WP Stewart & Company as Managing Director and Chief Marketing Officer. Fred graduated from Colgate University in 1989. Fred lives with his family in Westport, Connecticut. Nate Dougall, J.D. Partner, Director of Investments Nate co-founded Netherby Advisors in 2007. For ten years, from 1997 until August 2007, Nate was a portfolio manager at Friess Associates LLC., manager of the Brandywine Funds. Nate was co-manager of a $1 billion + portfolio. Nate was made one of eight partners in 2001 when Friess Associates was acquired by Affiliated Managers Group. From April 2005 - June 2006, Nate took a leave of absence from Friess and was deployed with the 18th Airborne Corps in support of Operation Iraqi Freedom as a Major in the United States Army. Nate was the lead planner for Infrastructure Security for Iraq responsible for oil, gas and electric infrastructure security, optimization and development. Nate has a current top-secret security clearance. He was awarded the Bronze Star for his service. From 1993 to 1997, prior to joining Friess, Nate was a legal associate with the law firm of Skadden, Arps, Slate, Meagher and Flom in the corporate litigation department. Nate graduated from Albany University in 1992, received a J.D. from Widener Law in 1997 where he was an editor of the law review. Nate lives in Easton, Connecticut with his family.