Nathan Planer
Incoming Global Private Bank Solutions Summer Analyst at J.P. Morgan Private Bank | Teaneck, New Jersey, United States
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As the Fund Director at TAMID Group at the University of Maryland, Nathan Planer plays a pivotal role in shaping the investment strategies and educational experiences of aspiring finance professionals. Currently a sophomore majoring in Finance with a minor in Mathematics at the Robert H. Smith School of Business, Nathan combines his academic rigor with practical insights gained from his previous experience at Chestnut Holdings LLC. His responsibilities at TAMID Group include spearheading stock analysis and conducting in-depth investment research, where he leverages tools such as the Bloomberg Terminal to evaluate market trends and assess capital structures.
Nathan is not only focused on his own development but is also dedicated to fostering the growth of his peers. He takes pride in teaching incoming analysts the fundamentals of accounting and valuation methods, ensuring that they are well-equipped to navigate the complexities of equity research. His commitment to professionalism and teamwork is evident in his collaborative approach, where he encourages open communication and knowledge sharing among team members.
In addition to his technical skills in investment research and financial analysis, Nathan's leadership qualities shine through as he guides his team in making informed investment decisions. His proficiency in Microsoft Excel and understanding of MDS Property Management further enhance his ability to analyze financial data and present actionable insights. With a strong foundation in finance and a passion for mentorship, Nathan Planer is poised to make significant contributions to the field of finance and investment management, both during his time at university and beyond.
Incoming Global Private Bank Solutions Summer Analyst at J.P. Morgan Private Bank in September 2024 to Present
Fund Director at TAMID Group at The University of Maryland in December 2023 to December 2024
Equity Research Summer Analyst at First Manhattan in June 2024 to August 2024
Junior Analyst – Communications Team at Smith Equity Research in January 2024 to May 2024
Fund Analyst at TAMID Group at The University of Maryland in February 2023 to December 2023
Intern at Chestnut Holdings in June 2023 to July 2023
PJT Partners - Freshman Bridge Program at PJT Partners in January 2023 to May 2023
Intern at Chestnut Holdings in February 2022 to June 2022
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Financial Analysis
Portfolio Management
DCF Valuation
Capital Structure
Equity Research
Bloomberg Terminal
Investment Management
Investment Research
Research Skills
Professionalism
Teamwork
LexisNexis
MDS Property Management
Communication
Leadership
Microsoft Excel
Data Entry
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Discover more about J.P. Morgan Private BankWhat is Nathan Planer email address?
Email Nathan Planer at [email protected]. This email is the most updated Nathan Planer email found in 2026.
How to contact Nathan Planer?
To contact Nathan Planer send an email to [email protected]. (updated on October 30, 2024)
What company does Nathan Planer work for?
Nathan Planer works for J.P. Morgan Private Bank
What is Nathan Planer's role at J.P. Morgan Private Bank?
Nathan Planer is Incoming Global Private Bank Solutions Summer Analyst
What is Nathan Planer's Phone Number?
Nathan Planer's phone (201) ***-*114
What industry does Nathan Planer work in?
Nathan Planer works in the Business Consulting And Services industry.
Nathan Planer Email Addresses
Nathan Planer Phone Numbers
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