Nathan Wallace's Location
Ojai, CA, US
Nathan Wallace's Work
- Principal Wealth Advisor @ Savvy Wealth
- Board Member @ CampusPoint
- Managing Member @ Greyfox Investors LLC
- Investment Consultant @ Grasswood Partners
- Equity Analyst @ Ten Asset Management
Nathan Wallace's Education
- Trinity University
Bachelor of Arts (B.A.) (Political Science and History)
2002 - 2006 - The Thacher School1998 - 2002
Nathan Wallace's Skills
- Asset Allocation
- Equities
- Investments
- Strategy
- Strategic Financial Planning
- Asset Management
- Quantitative Research
- Portfolio Management
- Financial Analysis
- Investment Management
Nathan Wallace's Summary
Nathan Wallace, based in Ojai, CA, US, is currently a Principal Wealth Advisor at Savvy Wealth, bringing experience from previous roles at CampusPoint, Greyfox Investors LLC, Grasswood Partners and Ten Asset Management. Nathan Wallace holds a 2002 - 2006 Bachelor of Arts (B.A.) in Political Science and History @ Trinity University. With a robust skill set that includes Asset Allocation, Equities, Investments, Strategy, Strategic Financial Planning and more, Nathan Wallace contributes valuable insights to the industry. Nathan Wallace has 4 emails on RocketReach.
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