Nathan Penha, CRPS, AAMS, is currently a Senior Client Management Consultant at CAPTRUST, a position they have held since 2022. Previously, Nathan worked as a Retirement Plan Consultant at Mutual of America Financial Group from 2019 to 2022 and as a Financial Advisor at Edward Jones from 2011 to 2017. They also served as an Internal Wholesaler at AIG from 2017 to 2019 and briefly consulted for Allstate in 2019. Nathan earned a degree in Finance from Johnson & Wales University, where they studied from 2007 to 2011.
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