Greta Nathan joined Fairview Performance Services to lead the launch of this service line in early 2019. Greta has 25 years of industry experience and has performed GIPS® standards verification and consulting services in each of her previous positions. She was most recently with ACA Performance Services, where she worked with some of the firm’s largest, most complex global clients. Previously, Greta spent ten years working at Vincent Performance Services LLC, where she provided tailored training to clients and assisted in the development of the verification process and testing procedures. Prior to VPS, Greta worked at CAPS, Inc. where she provided assistance with product development, product implementation, historical data transfers, and clients’ compliance issues. Greta began her career as an Audit Manager at PricewaterhouseCoopers LLP, providing audit and other services to a range of investment management firms. Currently, she volunteers for CFA Institute, serves as Chair of the United States Investment Performance Committee (USIPC), and is a member of CFA Institute’s ESG Verification Subcommittee.
Education & Training
BS in Mathematics and MBA in Accounting from Union College
Has worked in the financial services industry since 1996
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