Nathaniel is responsible for oversight of client services and investment operations for Beacon Pointe Advisors, bringing a solid analytical and process-oriented mindset to the team. Prior to joining Beacon Pointe, Nathaniel worked for Ironmark Advisors overseeing trading operations and investment due diligence. He graduated from Texas A&M University with a BA in Mathematics. Upon completion of a Masters of Theology from Dallas Theological Seminary, Nathaniel spent five years in the nonprofit world in roles of finance, operations, and program administration.
Sign up to view 0 direct reports
Get started