Senior Investment Research Analyst - Investment Management and Research - San Diego Team
Nathan joined Commonwealth in September 2013 as an investment research analyst, and in 2016, he was promoted to senior investment research analyst. In this role, Nathan facilitates our due diligence and research activities on real asset-focused investments (commercial real estate, commodities, infrastructure, and natural resources). Nathan received his bachelor’s in business administration from California State University, Chico, and his master’s in finance from San Diego State University. He has his FINRA Series 7 and 63 securities registrations and the CFA® and CAIA designations. Prior to Commonwealth, Nathan worked for LPL Financial in its San Diego home office. Before that, he was an M&A associate intern at Bainbridge Capital, a capital advisory and management consulting firm in San Diego. In his spare time, Nathan enjoys golfing, surfing, and skiing. He also enjoys traveling, reading, and other outdoor activities.