Narwhal Capital Management
Benjamin Nye, CFA has a diverse work experience spanning various roles and industries.
Benjamin started their career at Farmers Insurance in 2009, where they worked as an Agent for around seven months.
In 2010, they joined Blacksmith Capital Group as a Business Development Analyst, where they worked for a little over eight months.
Benjamin then moved on to JP Capital Management in 2011, where they served as an Investment Associate for around five years.
From 2012 to 2016, they worked at Eugene Family YMCA, first as a member of the Tennis Advisory Council and later as a Board Director.
In 2015, they became the President of Miadi Solutions, a technology and mobility company that aims to connect people, organizations, and businesses. Benjamin held this position until 2016.
Since 2016, Benjamin has been associated with Narwhal Capital Management. Benjamin started as a Senior Equity Analyst and Portfolio Manager, and later assumed the role of Chief Investment Officer. Narwhal Capital Management offers investment advisory, tax, financial planning, and 401(k) management services. Their focus is on providing customized portfolios, appropriate investment returns, service, and education.
Overall, Benjamin Nye, CFA has accumulated significant experience and expertise in investment management, business development, and leadership roles throughout their career.
Benjamin Nye, CFA, holds a Master of Business Administration (MBA) degree from Emory University - Goizueta Business School, which they earned from 2019 to 2022. Prior to that, they obtained a Bachelor of Arts (BA) degree in Finance, Cum Laude, from the University of Washington - Michael G. Foster School of Business, where they studied from 2008 to 2011. Benjamin completed their secondary education at Moses Lake High School from 2005 to 2008. In terms of additional certifications, they are a Certified Financial Risk Manager from the Global Association of Risk Professionals (GARP), which they obtained in February 2018. Benjamin is also an Investment Advisor Representative, certified by the Financial Industry Regulatory Authority (FINRA), which they obtained in December 2011.
Narwhal Capital Management
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.