Client Services Associate

As a member of the Portfolio and Asset Management team, Mr. Boswell is intimately familiar with the portfolio investment performance for assigned funds, preparing and tracking historical data to support National’s communication of timely and accurate information to third party consultants and potential investors.

Prior to joining National, Mr. Boswell worked at Wellington Management Company in Boston, MA, where he served as a Reference Data Analyst, focusing on maintaining and validating new issue market data. In this role, Mr. Boswell worked alongside security valuation and compliance teams to validate key components of operational risk. Mr. Boswell began his career with Bloomberg LP as a Global Data Analyst fielding client inquiries. He then transitioned to a Hedge Fund & Mutual Fund Analyst position, working to further client relationships and promote data procurement goals through client visits and interactive web demonstrations.

Mr. Boswell earned a Master of International Affairs degree and a Bachelor of Arts in International Political Economy from Pennsylvania State University.