Jeffrey Allen Nattans

Employer firm

Black Diamond Financial, LLC CRD 145108

$1.37B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → 06/2021
  Legg Mason Investor Services, Llc
  Baltimore, MD
• 03/2006 → 06/2021
  Legg Mason & Co Llc
  Baltimore, MD
• 09/2023 → Present
  Black Diamond Financial
  Towson, MD
• 06/2021 → 04/2022
  Sagamore Ventures
  Baltimore, MD
• 04/2022 → 09/2023
  Self Employed
  Phoenix, MD

Other Businesses

1. CALVERT HALL COLLEGE HIGH SCHOOL; TOWSON, MD; BEGINNING JULY 2013 - PRESENT; CHAIR OF THE BOARD OF TRUSTEES; APPROX 5 HOURS PER MONTH-MAY BE DURING NORMAL SECURITIES TRADING HOURS. 2. CATHOLIC CHARITIES OF BALTIMORE; BEGINNING JANUARY 2023 - PRESENT; BOARD OF TRUSTEES; FINANCE & INVESTMENT COMMITTEES; APPROX 5 HOURS PER MONTH-MAY BE DURING NORMAL SECURITIES TRADING HOURS. 3. KNOTT SCHOLARSHIP FUNDS; BEGINNING SEPTEMBER 2022 - PRESENT; INVESTMENT COMMITTEE MEMBER; APPROX 5 HOURS PER MONTH-MAY BE DURING NORMAL SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-08