As the firm's trader and portfolio rebalancing associate, Nathan brings attention to detail and discipline to the job - two qualities he says he learned from his parents at a very young age. He has the rare combination of not only seeing the details but also being able to consider the bigger picture.
A graduate of the University of Cincinnati, he studied Finance and Accounting, was a member of the Finance Club, and was a member of several honor societies. Nathan started at Foster & Motley as an intern while attending UC, working with the Tax, Financial Planning, and Investment Management teams. The fit was so natural that he joined the team full-time as a wealth management associate upon graduating in December of 2021. Since then, Nathan has held various roles on the Investment Management team, contributing to the day-to-day management of client portfolios.
Born and raised on the west side of Cincinnati, it's no wonder Nathan is a fan of all UC sports! He also enjoys cheering on the Bengals and the Reds. Nathan enjoys fitness and golfing when he's not working and would love to start traveling more. He's never been out of the country; the first stop on his list is Europe!
Quick Facts:
- Received a Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati, 2021