Nathan Pellatz

Nathan Pellatz is an Associate at Sellwood Consulting. Prior to joining Sellwood, Nathan was a Senior Investment Analyst and Team Leader at RVK, Inc. from June 2017 to April 2019. At RVK, Nathan prepared standard and customized investment performance reports, executive summaries, investment policy reviews, fee analyses, investment manager commentary, investment manager watch list reports, PowerPoint presentations, rebalancing analyses, and a variety of special projects at the request of internal or external clients on a daily, monthly, and/or quarterly basis with required levels of timeliness, quality, accuracy, and adherence to RVK and department standards. Nathan also communicated with internal and external clients, investment managers, custodian banks, index vendors and other third-party data providers. In addition to their analyst responsibilities, Nathan also led a team of 4 to 6 investment analysts and fostered development by providing constructive and immediate feedback; identifying new growth opportunities as well as supporting others' efforts to change and address personal weaknesses.

Nathan Pellatz attended Linfield University where they studied finance.