Nathaniel A. Novak, WMS
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 Pastor Financial, 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. He is proud to be part of Raymond James as a firm that has maintained its focus on financial guidance and planning for individuals and families even as the firm has grown into a multinational corporation.
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.