Nathan is a Portfolio Manager at Sendero®. He works closely with the investment team, helping clients achieve their long-term goals. He is a candidate for Certified Financial Planner® certification which requires rigorous study and adherence to high ethical standards.
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.