Nathan W. Harris, CFA
Role at Appleton
Nate joined Appleton in 2012 and works in the Municipal Research Group, performing fundamental credit analysis and identifying investment opportunities. Nate’s research involves a bottoms-up approach to issuer specific analysis, as well as monitoring legislative, regulatory, economic and fiscal developments. Nate is also active in Appleton’s marketing efforts, communicating market trends and analysis to our partners through our monthly “Review and Outlook” and periodic credit and market commentary.
Prior to Appleton, Nate worked at Standish Mellon Asset Management where he was an Analyst in the Tax Sensitive Group. In addition to helping Senior Analysts with Healthcare, Public Power, and Charter School sectors, Nate was responsible for covering the Senior Care and Single-Family Housing sectors. Nate is a CFA charterholder and is a member of CFA Society Boston. He is currently serving as a Board Member and President of the Boston Municipal Analysts Forum and is a member of the Board of Governors of the National Federation of Municipal Analysts.
B.S., Bentley University
Nate enjoys being outside, particularly running and golf. He lives in Charlestown, MA with his wife and two children.