Nathaniel Novak

Nathaniel applies knowledge

and research to develop

creative solutions to

even the most complex

financial planning challenges.

Nathaniel Novak

Nathaniel applies knowledge

and research to develop

creative solutions to

even the most complex

financial planning challenges.

meet

NATHANIEL A. NOVAK, WMS

NATHANIEL A. NOVAK

Investment Portfolio Associate

With integrity and diligence, Nathaniel applies knowledge and research to develop creative solutions to even the most complex financial planning challenges. He took his early passion for investing, and worked to parlay it into a meaningful professional career.

 

A Wealth Management Specialist™, Nathaniel co-manages client portfolios using our selected technical analysis methods. At The Pastor Financial Group, we utilize point-and-figure charting and relative strength, where the underlying theme is to help preserve client assets during volatile markets. Nathaniel also conducts portfolio review analysis and reinvestment of client assets. He provides thorough on-demand information and helps coordinate with clients’ accountants and attorneys.

Prior to joining Renée at The Pastor Financial Group, Nathaniel held many positions spanning the U.S., including working at Morgan Keegan, which was acquired by Raymond James, investment advisor representative with Compass Capital Management in Metairie, Louisiana, associate with Sagaponack Capital in Sag Harbor, New York, and associate trader with Maize Asset Management in Houston, Texas.

 

A graduate of Tulane University and the A.B. Freeman School of Business, Nathaniel also acquired his master’s degree in finance from the university. Involved in his community, he is an active member of the New Orleans Museum of Art’s Young Fellows and the Ogden Museum of Southern Art’s Kohlmeyer Circle. In his free time, he attends chamber music performances with the New Orleans Friends of Music, plays soccer, and cheers for the Tulane Green Wave.

Originally from Sag Harbor, New York, Nathaniel lives in the Central Business District of New Orleans.

The Pastor Financial Group is not affiliated with and does not endorse any of the organizations listed above.

NITA RENÉE PASTOR

Founder / Wealth Manager

Her goal for clients is to help them achieve the life that they want and to give them that comfort and security in knowing that she is looking out for them.

NATHANIEL A. NOVAK

Investment Portfolio Associate

With integrity and diligence, Nathaniel applies knowledge and research to develop creative solutions to even the most complex financial planning challenges.

SPEAK YOUR

TRUTH

the head

After our discovery meeting, we’ll present you with your Total Client Profile based on personal conversations and practical solutions.

the heart

See how our thoughtful approach helps us understand clients and do what’s

right for each of them.

With longtime client relationships spanning several decades, The Pastor Financial Group has proved able to help beyond investing money – but rather to help you use your money to enjoy your life. Since 1989, our lead advisor, Renée Pastor, has concentrated on providing quality financial and investment advice to individuals who have reasonable long-term goals and who share the team’s philosophy toward the financial markets.

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