Connect with Nate:

As Chief Investment Officer, Nate is the architect for SWP’s overall investment strategy. He oversees the firm’s investment committee, research personnel, and proprietary strategies. Nate’s extensive experience helping high-net worth and institutional clients meet their investment goals makes him an indispensable asset. He is highly respected for crafting solutions to some of the most complex financial situations.

Nate comes to SWP from a regional bank where he served as a portfolio manager for trust, investment management, and employee benefits accounts. Earlier in his career, Nate conducted investment research across a long/short equity strategy. Additional prior experience includes portfolio management at an institutional investment consultant, where he focused on structuring portfolios across traditional and alternative assets.

As marks of his deeply technical knowledge, Nate holds two of the highest distinctions in the investment management profession: he is both a Chartered Financial Analyst (CFA®) and Chartered Market Technician (CMT®). Nate graduated from Gustavus Adolphus College in St. Peter, Minnesota with a Bachelor of Arts in Financial Economics.

When he is not analyzing financial markets, Nate can be found in the kitchen of his Chagrin Falls, Ohio home flexing his culinary muscle. He also enjoys golf, travel, fishing, and spending time with his wife and two sons.

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Schedule a 30-Min Virtual Meeting with Nate

Why Work With a CFA Charterholder?

It often starts with a simple thought, “Do I need help managing my wealth?” If so, the next question is the most vital, “Who do I turn to for guidance?” You may start by researching financial credentials and soon discover that the world of investment designations is a confusing alphabet soup of letters.

Since the Great Financial Crisis of 2008, trust in the financial industry has eroded. One needs to have full confidence, that the person managing their hard-earned wealth is acting as a fiduciary and places your best interest first. That is why you should work with an investment professional bound by the greatest ethical standards, such as a Chartered Financial Analyst® (CFA®).

The Chartered Financial Analyst® designation was first introduced in 1963 and has since become the most respected investment credential in the world. The CFA® designation is globally recognized and held by over 170,000 professionals across 165 countries. Earning the CFA® charter is a highly selective process, fewer than one in five candidates become a CFA® charterholder. It takes on average more than 1,000 hours of rigorous study, along with four years of professional investment experience and successful completion of the CFA® Program examinations, to earn the distinction of being called a Chartered Financial Analyst®.

Historical CFA Exam Pass Rates

Each CFA® charterholder has at least four years of industry experience and has passed three rigorous 6-hour examinations. The CFA Program Curriculum focuses on core asset management subjects that include investment tools, asset valuation, portfolio management, and the application of ethical and professional standards.

CFA® charterholders are trained to understand what drives value across your financial ecosystem. They have mastered more than just the science behind securities analysis and asset allocation. They also have expert-level portfolio management skills and the ability to work effectively with tax and inter-generational wealth planning experts to design an investment strategy that is unique to your objectives.

Ethics is a core component of the CFA® Program. CFA® charterholders are required to annually attest compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct.

CFA® charterholders put their clients first by supporting the CFA Institute Statement of Investor Rights. These rights reflect the fundamental ethical principles that are critical to achieving confidence and trust in any professional relationship. When you work with a CFA® charterholder you can rest assured that your adviser has achieved one of the highest distinctions, conferred upon a select group of rigorously trained professionals.

As you go through the process of answering the question “Who do I turn to for guidance” and would like to partner with an ethical investment professional who has the proven expertise as well as the integrity to meet your investment goals, then please send me a message for a complimentary holistic investment portfolio review.

How well are you managing your wealth?

Check out the two free tools below to help you gauge where you are with your current wealth management plan. Gain invaluable feedback and the opportunity to discuss your results with Nate in a complimentary strategy session.

Wealthalyze simply measures how effectively you’re managing your wealth. In less than 10 minutes, you’ll receive a customized report containing valuable feedback on the current state of your financial affairs.

Portfolio X-Ray measures the strength of your stock portfolio by scoring your top ten stock holdings in three critical categories. You will receive valuable feedback to help you gauge the strength of your investing.