As a member of the Portfolio and Asset Management team, Mr. Boswell serves National’s clients by remaining intimately familiar with the portfolio investment performance for assigned funds and by preparing and tracking historical data to support National’s communication of timely and accurate information to third party consultants and potential investors. He is responsible for performing analyses, preparing reports, and assisting in auditing the investment data to ensure reporting integrity.
Prior to joining National in January 2019, Carl worked at Wellington Management Company in Boston, MA, where he held the position of Reference Data Analyst, focusing on maintaining and validating new issue market data, working alongside security valuation and compliance teams, validating key components of risk. He began his career with Bloomberg LP as a Global Data Analyst fielding client inquiries, later transitioning 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 Bachelor of Arts in International Political Economy and a Master of International Affairs from Pennsylvania State University.