Nathan is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s advisors to provide customized solutions to help clients achieve their financial goals. Prior to joining Beacon Pointe, Nathan spent several years as an investment banking and financial analyst. He most recently was responsible for financial planning and analysis functions, as well as assessing organic and inorganic investment opportunities, for a privately held manufacturing firm in Charlotte, North Carolina. Through these experiences Nathan developed expertise in financial modeling that is of tremendous value in crafting tailored solutions for clients. Nathan earned his Bachelor of Arts degree in Economics from Johns Hopkins University, with minors in Financial Economics and Business. Outside of the office, Nathan enjoys playing golf, weightlifting, and spending time with family & friends.