Nathan Wallace Email & Phone Number
Founder and Head of Investment Management
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Nathan Wallace Location
- Ojai, CA, US
Nathan Wallace Work
- Founder and Head of Investment Management @ Greyfox Investors LLC (September 2024 - Present)
- Board Member @ (July 2020 - February 2025)
- Principal Wealth Advisor @ (July 2022 - August 2024)
- Managing Member @ Greyfox Investors LLC (August 2013 - July 2022)
- Investment Consultant @ Grasswood Partners (January 2010 - March 2019)
- Equity Analyst @ (February 2007 - June 2013)
Nathan Wallace Education
- Trinity University
Bachelor of Arts (B.A.) (Political Science and History)
2002-2006 - The Thacher School 1998-2002
Nathan Wallace Skills
- Family Wealth Management
- Environmental, Social, and Governance (ESG)
- Product Management
- Product Development
- Financial Advisory
- Financial Planning
- Socially Responsible Investing
- Asset Allocation
- Equities
- Investments
- Strategy
- Strategic Financial Planning
- Asset Management
- Quantitative Research
- Portfolio Management
- Financial Analysis
- Investment Management
- Equity Research
- Investment Strategies
- Nonprofits
- Capital Markets
- Securities
- Financial Markets
- Investment Advisory
- Strategic Financial
Nathan Wallace Summary
- Nathan Wallace, based in Ojai, CA, US, is currently a Founder and Head of Investment Management at Greyfox Investors LLC. Nathan Wallace brings experience from previous roles at CampusPoint, Savvy Wealth, Greyfox Investors LLC and Grasswood Partners. 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 Family Wealth Management, Environmental, Social, and Governance (ESG), Product Management, Product Development, Financial Advisory and more. Nathan Wallace has 1 emails and 2 mobile phone numbers on RocketReach.
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