Designations and Licenses

Nathan holds the Chartered Financial Analyst® designation.

Experience and Education

Nathan is responsible for performing and preparing asset liability modeling and developing strategies and recommendations to support client needs. He also evaluates capital markets, asset class assumptions and interest rate modeling to identify associated solutions. For assigned clients, Nathan acts as the primary point of contact for all asset liability issues and is responsible for engaging with team members, advisors and clients to facilitate the selection of appropriate asset allocation and liability strategies. He may leverage Mariner’s colleagues as required to meet the clients’ varying needs.

Prior to joining Mariner, Nathan was a consultant, conducting asset-liability studies for pension plans, monitored pension plan health and provided ad hoc research.

Nathan holds bachelor’s degrees in finance and economics from the University of Illinois Urbana-Champaign.

Personal Interests

Away from the office, Nathan enjoys following hometown Indianapolis sports teams, including the Pacers and Colts, and traveling with family.