- Portfolio Manager
Nathan is a Portfolio Manager at Sendero®. He is a Certified Financial Planner® and works closely with the investment team, helping clients achieve their long-term goals.
Nathan is responsible for implementing the investment strategies for Sendero’s clients with a particular focus in Austin. He was previously a financial advisor and specialty program participant for Vanguard in Philadelphia.
Nathan joined Sendero® in January of 2023. He is a graduate of Texas Tech University with a Master of Science in Personal Financial Planning and Charitable Planning, and a Bachelor of Science in Personal Financial Planning.
Experience & History
- Portfolio Manager, Sendero®
- Financial Advisor Development Program, Vanguard
- Administrator, Lending Strategy Advisors
- Master of Science in Personal Financial Planning, Charitable Planning, Texas Tech University
- Bachelor of Science in Personal Financial Planning, Texas Tech University
- Series 7 and 66 securities licenses
- Certified Financial Planner®