Senior Investment Analyst
Nathan joined FiduciaryVest in 2012 as an analyst, and has since taken on more investment analysis, business development, and special client project work. His primary focus is on the defined contribution side of the firm, supporting eleven corporate clients and three foundations representing $3.1 billion in assets. Prior to FiduciaryVest, Nathan held Portfolio Management and Financial Analyst Internships with GV Financial Advisors and Marcus & Millichap.
Nathan graduated from the Georgia Institute of Technology with a B.S. degree in Management with an emphasis on Finance. Away from work, he enjoys to travel, root on Atlanta sports (especially the Jackets), and play golf- as long as he can manage to stay out of the rough.