Nathan Planer Email & Phone Number

Nathan Planer

Incoming Global Private Bank Solutions Summer Analyst at J.P. Morgan Private Bank | Teaneck, New Jersey, United States

Nathan Planer Socials
About Nathan Planer

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.

Nathan Planer Work
1 experience icon

Incoming Global Private Bank Solutions Summer Analyst at J.P. Morgan Private Bank in September 2024 to Present

2 experience icon

Fund Director at TAMID Group at The University of Maryland in December 2023 to December 2024

3 experience icon

Equity Research Summer Analyst at First Manhattan in June 2024 to August 2024

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Nathan Planer Skills

Financial Analysis

Portfolio Management

DCF Valuation

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About Nathan Planer's Current Company
Frequently Asked Questions about Nathan Planer

What 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

Email Nathan Planer at [email protected]. This email is the most updated Nathan Planer email found in 2026.

Nathan Planer Phone Numbers

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