Lonsec
Nathan Umapathy is an accomplished finance professional with extensive experience in investment analysis and research. Currently serving as Sector Manager at Lonsec since July 2018, Nathan has also held roles as Senior Investment Analyst and Investment Analyst within the same organization. Previously, Nathan worked at Bell Potter Securities from 2013 to 2018 as a Research Analyst, where responsibilities included producing quarterly reports on Listed Investment Companies (LICs) and Exchange-Traded Funds (ETFs), consulting with clients on investment strategies, and moderating company presentations. Earlier experience as an Assistant Research Analyst involved co-authoring investor reports and developing databases using Bloomberg and IRESS. Nathan holds a Bachelor's Degree in Finance and Econometrics from the University of Melbourne, earned between 2005 and 2008.
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Lonsec
With over 20 years of experience, the Lonsec Group is one of Australia’s most prominent investment research, ratings and implemented solutions businesses proudly serving financial advisers, fund managers and the superannuation industry. Positioned at the nexus of Australia’s financial advice and investment industry we provide timely, actionable insights that add real value to your investment and advice solutions. For more information visit www.lonsec.com.au, or call us on 1300 826 395.