Nathan is Paragon Wealth Management's Chief Investment Officer. He attended the University of Utah to earn his undergraduate degree in finance and Westminster College for his MBA. He has over 11 years in the wealth management industry.
Throughout his investment career, he has experienced a variety of different roles and responsibilities, including counseling and advising high net worth clients on investment allocation, working on an international equity trading desk, supervising trading personnel, and researching and analyzing investment opportunities. He also has the Chartered Financial Analyst (CFA) designation.
While he attended Westminster, he participated in the D.A. Davidson Student Investment Fund. This national program gave 19 colleges and universities, including Westminster, $50,000 to invest in the stock market. At the end of each year, financial professionals evaluated the investments and posted the results. He was chosen to lead the student investment committee that made the selections for the contest, and in 2001 his team won the competition. They were also the only school to post a positive return on investment during that difficult year.
Nate is from Salt Lake City. He has five children, three boys and two girls. He enjoys snowboarding, history, running and sports.
Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information included in this report has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates included in this report constitute the judgment as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.