Experience and Education

Nathan supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.

Prior to joining Mariner, Nathan was a portfolio administrator. In this role, he managed the client database and model allocations as well as trading for advisors. Before that, he was an advanced brokerage professional.

Nathan holds a bachelor’s degree in business administration with a minor in finance from California Baptist College. He has a master’s degree in education from the University of Phoenix.

Personal Interests

Away from the office, Nathan enjoys time with his wife trying out new restaurants in Orange County and exploring the beautiful scenery of Southern California.