Nathan joined The Braff Group with extensive experience in Investment Management and Financial Planning and Analysis (FP&A). His prior work with Stewart Capital Advisors, a Registered Investment Advisor and subsidiary of S&T Bank, involved equity valuation, mutual fund research, and developing asset allocation models to optimize risk-adjusted returns. He oversaw $300 million across individual and institutional clients. As a VP & Senior Portfolio Manager, he was directly responsible for the financial and consumer staples market sectors and was involved in healthcare equity selection for portfolio inclusion.

During his time in FP&A, Nathan was a critical member of the finance team, managing their core financial model. His responsibilities included budgeting, forecasting, and modeling. He worked closely with equity, debt, and internal stakeholders, providing financial insights to help drive business growth.

Nathan has an MBA from Indiana University of Pennsylvania and a B.S. in Finance. He holds the Chartered Financial Analyst® designation, having earned the CFA charter in August 2021.