Overview
As part of the Public Assets Team, Nathan is involved in researching, analyzing, and evaluating investment opportunities in the market. He is responsible for analysis and trading within the firm’s public equity strategies.
Nathan joined Nicola Wealth's Associate Team in June 2019 before transitioning to the Public Assets Team as a Portfolio Analyst/Trader. Prior to joining the firm, he spent two years working for a Vancouver-based financial planning firm focusing on discretionary portfolio management and trading.
He holds a Bachelor of Commerce with a major in Finance & Accounting from the University of Melbourne, which he obtained in 2016. Nathan holds his Chartered Investment Manager (CIM®) designation and is pursuing the Chartered Financial Analyst (CFA®) designation. He is also an active member of the CFA Society Vancouver.
Outside of work, Nathan enjoys basketball, playing the ukulele, snowboarding, and exploring Vancouver’s newest eateries.
Questions & Answers
- Why Nicola Wealth?Nicola Wealth provides me with the opportunity to grow not only in my professional career but also in many aspects relating to my personal development.
- Favourite restaurant in Vancouver?Phnom Penh, Kingyo, & Kokoro Tokyo Mazesoba
- Footwear preference? Adidas Ultra Boosts
- What languages do you speak?English and Tagalog
- Where is your dream vacation spot?Drop me anywhere in Japan
Insights from Nathan
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