For nearly 25 years, Narwhal Capital Management has been helping clients in the metro Atlanta area and beyond manage their investments and take charge of their financial health. Though economic outlooks and market trends vary, we remain steadfast in our commitment to serving clients through the model of stewardship. Our goal is to provide a personalized portfolio with risk-appropriate investments developed from a knowledge not only of markets, but of you, the client. Relationship-based portfolio management, proactive service and an emphasis on education are foundational to our vision for you and Narwhal.

Accounting

Narwhal Capital Management

Narwhal Capital Management's headquarters in Marietta, GA, United States

Matthew Burton, CFA

Natalie Rogers

Benjamin Nye, CFA

The Investment Management team at Narwhal Capital Management is dedicated to crafting personalized investment strategies that align with each client's financial goals and risk tolerance. Comprising experienced professionals, including portfolio managers and analysts, the team conducts thorough market research and analysis to identify suitable investment opportunities, ensuring proactive service and informed decision-making. Their collaborative approach fosters strong client relationships, empowering individuals to take control of their financial health through expert stewardship and tailored portfolio management.

Investment Management

The Leadership Team at Narwhal Capital Management steers the strategic direction of the firm, ensuring alignment with its mission to serve clients' financial health through relationship-based portfolio management. Composed of seasoned professionals including the Founder, Chief Investment Officer, Chief Compliance Officer, and President, they oversee investment strategies, regulatory compliance, and corporate governance while fostering a culture of proactive service and education for both clients and team members.

Narwhal Capital Management

Org chart

Teams

Investment Management

Leadership Team

Offices

Narwhal Capital Management

Org chart

Teams

Investment Management

Leadership Team

Offices

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