Nat Beebe, CFA

CEO/President & Portfolio Manager
nat.beebe@ullandinvestment.com

Featured in Barron’s for his views on the fixed income market, and specifically on the preferred and hybrid securities space.

Nat Beebe joined Ulland Investment Advisors (UIA) in June 2006. He began his career as an equity research analyst, was named Director of Research in 2008, and became Director of Client Service in 2010. In 2016 he took over as Portfolio Manager and today manages UIA’s fixed income assets across all UIA portfolios.

Nat was named President of Ulland Investment Advisors in 2024 and Chief Executive Officer in 2025, leading the independent, employee-owned firm founded by James Ulland.

Nat graduated from Carleton College with a degree in Economics and is a CFA charterholder.