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
Marci Hansen
Associate Vice President
Chapel Hill, NC, US
Lori Haynes
Associate
Kitty Hawk, NC, US
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