A native of Colorado, Nathan likes to solve problems. Despite his love of soccer, he spends a lot of time indoors analyzing potential investments from as many angles as possible, especially the downside and what can go wrong. That’s part of the process for gaining conviction, he says: the potential return must outweigh the risk.
At LNWM, Nathan is tasked with finding the most promising investments among alternative assets, such as hedge funds and private equity. To this work, he brings a decade of experience in portfolio analysis and management at both large and small investment firms. He is especially interested in the interaction between investments within client portfolios. It’s these interactions that ultimately determine the risk-return profiles LNWM uses to manage client portfolios.
Designations and Education
- Chartered Financial Analyst (CFA®)
- M.S. in Computational Finance and Risk Management
University of Washington
- B.S. in Finance
University of Colorado