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Investment Specialists

Nathan Shapiro, CFA®

Equity Analyst


Nathan Shapiro, CFA®, Director, joined Sterling in 2023 and has investment experience since 2014. Prior to joining Sterling, he worked at EY as a Strategy and Business Transformation Consultant. His previous work experience also includes roles as a Sell-side Equity Analyst for Berenberg Capital Markets and as a generalist across multiple domestic and global long-only and long-short strategies. Nathan received his B.S. in Finance and Accounting and his M.S. in Accounting from Binghamton University. He went on to complete the M.B.A program at Columbia Business School as a Value Investing Program graduate. He holds the Chartered Financial Analyst® designation.

Area of Focus

  • Equity Opportunities

Previous Experience

  • EY
  • Berenberg Capital Markets


  • B.S. Binghamton University 
  • M.B.A. Columbia Business School 

Affiliations & Professional Licenses

  • CFA Institute
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