Nathan Nelson
Experience and Education
Nathan supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.
Prior to joining Mariner, Nathan was a portfolio administrator at Newport Advisory. In this role, he managed the trading for advisors, the client database and model allocations. Before that, he worked as a brokerage trader at the Vanguard Group.
Nathan holds a bachelor’s degree in business administration with a minor in finance from California Baptist College. He has a master’s degree in education from the University of Phoenix.
Personal Interests
Away from the office, Nathan enjoys time with his wife trying out new restaurants in Orange County and exploring the beautiful scenery of Southern California. He is a member of The Shoreline Church in San Clemente.