Nathan Wallace

Founding Principal Wealth Manager
Southern California, CA
Cell
805.338.1862
Office
805.285.7686
Schedule a Call

Nathan Wallace

Founding Principal Wealth Manager
Southern California, CA

Nathan brings 15+ years of investment experience to Savvy. He began his career as a research analyst at a boutique quantitative equity management firm, where he helped research and implement new factors to drive portfolio performance. During that time, he entered the institutional consulting field and helped plan and implement portfolio strategies for multiple pension funds across the west coast of the United States.

 

In 2013 Nathan founded Greyfox Investors, with the goal of providing intelligent, approachable wealth management strategies for families, nonprofits and institutions. Nathan is particularly passionate about providing ESG focused solutions to clients and helping align investments with his clients’ ethics.

Nathan lives in southern California with his three children and two dogs. A true outdoorsman and philanthropist, he spends his time outside of work camping, skiing, and volunteering his time with a variety of educational and environmental non-profits.

Education

Nathan double majored in Political Science and History at Trinity University and holds his Series 65.