Location San Antonio, Texas, United States Regions Southern US Gender Male
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With nearly 20 years working with retirement plans, Nathan's true passion lies in the mathematics of portfolio construction, asset allocation, and tax-saving retirement plan contribution formulas. He has helped design and manage plans with more than $1 billion in assets down to plans just starting out. Nathan’s work led him to be named one of
the “Top 50 Under 40 Retirement Plan Advisers” by the National Association of Plan Advisors in 2016. Having developed a love for helping clients simplify their plans (and disappointment with the industry's movement toward creating more noise and inefficiency), he launched Marcado in 2017 with an eye toward doing things differently. Nathan graduated from Vanderbilt University with a degree in Math, earned the Accredited Investment Fiduciary® (AIF®) designation, and is a CFA Exam Level 3 candidate.
