Director of Research and Analytics
Nathan has been working in the financial services industry since 2002, bringing more than 18 years of experience to Towerpoint Wealth. He began his career as a teller for Wells Fargo Bank, and quickly advanced to the role of personal banker one year later. He transitioned to the wealth management and investment industry in 2010, where he interned as an analyst for Wells Fargo Advisors while completing his Bachelor of Science Degree.
Nathan started working with Joseph in October of 2011, and now manages Towerpoint Wealth’s investment research and technology platforms. In addition to coordinating client reporting and analytics, he is Towerpoint Wealth’s “tech guru,” assisting both staff and clients with any issue relating to computers, phones, tablets, email, software, and hardware. Nathan also spends time researching and consulting on the design and implementation of available investment products and solutions, including portfolio model management as well as strategic and tactical rebalancing. Nathan is a 2021 Level II Candidate in the CFA® Program.
Nathan is originally from Grass Valley, CA and graduated from Bear River High School in 2001. He attended California State University, Sacramento where he graduated in 2010 with a Bachelor’s Degree in Economics and a minor in Business Administration. He and his wife Jessica have been married since the summer of 2016, and are proud parents of Ethan 3 1/2 year old and baby Grayson, 1 year old. In his spare time Nathan enjoys golfing, camping, biking, running, and generally any activity that involves the outdoors.