Nathan Hatton Walsh, FBS®, Managing Principal

648 Chenery St San Francisco CA 94131

I am an Active Member of These Professional Organizations:

“The difficulty lies not so much in developing new ideas as in escaping from old ones.”

– John Maynard Keynes, British economist

How I Like to Work With People

I enjoy working with clients who like to be involved in all aspects of their financial decisions. I like having a partnership with my clients versus having me just tell them what to do.

Why I became a Wealth Advisor

As a child, my mother would take me to volunteer. We would go to both senior citizen centers and to the Veteran’s Administration. This created in me a foundation of caring for others above myself. As an adult I have continued working with people in need. I have been active in meal delivery programs and working in halfway houses. As one of our firm’s founding principles, I helped launch our charitable foundation. This foundation donates profits to various charities across the US. As a managing principal I feel a responsibility to our clients. One of my central tenets is to place others’ needs above our own.

Education

  • Rhodes College, BA in History
  • Graduate Certificate in Financial Psychology and Behavioral Finance, Creighton University Heider College of Business

Accreditations

Certified Financial Behavior Specialist™ (FBS®)

Brief Employment History

Merrill Lynch and in several Registered Investment Advisory Firms where I worked as Chief Financial Officer, Director of Asset Management and Chief Compliance Officer