Nathan P. Schroeder
Senior Manager
585.475.9260 │ E-mail
Office: Rochester

Nathan is a Senior Manager at Empire Valuation Consultants, where he has worked since 2008. 

Nathan has prepared a wide variety of closely held business valuations across a broad spectrum of industries.  He has valued derivative instruments, carried interests, intangible assets, and equity and debt interests for diverse purposes, including those of tax planning and reporting, lending purposes, financial and Securities and Exchange (SEC) reporting (including ASC 350-20 impairment testing and ASC 820 fair value measurements), ESOP purposes, and other corporate planning and reporting purposes.

Nathan has extensive experience in valuing carried interests in private equity and hedge funds, as well as valuations of limited partnership interests in such funds.

Prior to joining Empire, Nathan worked as a senior analyst in the financial planning and analysis team at Investors Bank & Trust, where he was responsible for generating a rolling 3-year corporate forecast resulting in EPS guidance.

 

EDUCATION

  • M.S. in Finance – Boston College Carroll School of Management
  • B.S. in Economics – State University of New York at Albany

 

 

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