Nathan creates value for St. Croix Capital investors and asset management team using his 22 years of financial, accounting and investment experience. As an Investor Relations Officer, Nathan manages relationships with institutional and private investors for St. Croix Capital Advisory Services Group, LLC managed investment vehicles.
Nathan worked at Carter Financial Dallas throughout his undergraduate years at Southern Methodist University and at Pennington Bass and Associates while at Texas Tech. Post receiving his bachelor’s in Corporate Finance at Southern Methodist University and master’s in Financial Planning at Texas Tech University, Nathan worked at Northwestern Mutual as the Senior Investment Director of a 100+ million combined investment portfolio.
In 2010, Nathan started Legacy Financial a full service financial planning firm located in Vail, CO. After developing a successful financial planning practice, he decided to sell his practice and focus on his family in 2016. From 2016 until 2021 Nathan has worked in forensic accounting solving high level financial situations for various media firms.
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