Nathan Byrd Email & Phone Number
Director of Wealth Management @ Hamilton Point Investment Advisors
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Nathan Byrd Location
- Chapel Hill, NC, US
Nathan Byrd Work
- 2013 -now Director of Wealth Management @
- 2011 -2013 Portfolio Manager @
- 2010 -2010 Research Analyst Intern @
- 2007 -2009 Portfolio Manager @
- 2006 -2007 Portfolio Manager Assistant @
Nathan Byrd Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA (Investment Management)
2009-2011 - Wake Forest University
BS (Mathematical Economics)
2002-2006
Nathan Byrd Skills
- Investments
- Portfolio Management
- Equities
- Wealth Management
- Fixed Income
- Financial Markets
- Asset Management
- Economics
- Financial Modeling
- Equity Research
- Valuation
- Bloomberg
- Derivatives
- Financial Analysis
- Trading
- Corporate Finance
- VBA
- Asset Managment
- Asset Allocation
- Investment Management
- Financial Advisory
- Insurance
- Financial Planning
- Investment Strategies
- Mutual Funds
- Investment Advisory
- Retirement Planning
- Financial Services
- Wealth Management Services
- Public Speaking
- Business Development
- Strategy
- Microsoft Office
Nathan Byrd Summary
- Nathan Byrd, based in Chapel Hill, NC, US, is currently a Director of Wealth Management at Hamilton Point Investment Advisors. Nathan Byrd brings experience from previous roles at Altrius Capital Management, Inc., Oak Value Capital Management, Inc., Wachovia, A Wells Fargo Company and Wachovia Wealth Management, Inc.. Nathan Byrd holds a 2009 - 2011 MBA in Investment Management @ University of North Carolina at Chapel Hill - Kenan-Flagler Business School. With a robust skill set that includes Investments, Portfolio Management, Equities, Wealth Management, Fixed Income and more. Nathan Byrd has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Hamilton Point Investment Advisors Employees
Nathan Byrd
Director of Wealth Management
Chapel Hill, NC, US
K.c. Nelson
Chief Investment Officer
Chapel Hill, NC, US
David Stephan
Vice President
Raleigh, NC, US
Martha Ford
Vice President and Operations Manager
Pittsboro, NC, US
Megan Tarrant
Vice President
Chapel Hill, NC, US
Shannon Wardlaw
Director
Austin, TX, US
Tracy Davies
Vice President
Chapel Hill, NC, US
Marci Hansen
Associate Vice President
Chapel Hill, NC, US
Lori Haynes
Associate
Kitty Hawk, NC, US
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