Nathan joined Argos Capital Partners in 2022 as Senior Associate, Investment Management. In his role, Nathan produces performance information, prepares, and participates in quarterly presentations for our client families, helps manage broker / custodian relationships, and processes trade confirmations for client portfolios. 

Nathan is interested in learning about the unique backgrounds and circumstances of our client families and collaborating with colleagues to meet our families’ needs. He is passionate about educating our families on how to implement a variety of investments to meet their financial goals. In addition, Nathan enjoys streamlining firm processes and using tools to analyze and improve performance reporting.

Prior to joining Argos Capital Partners, Nathan was a client services associate at LPL Financial. He also held roles at Forsyth Advisors and at Mueller Prost. In addition, Nathan served in the United States Marine Corps from 2006 – 2011 and was honorably discharged at the rank of Sergeant.