Nathanael A. Koch, Financial Planning & Investment Advisory Practice Leader, joined CAUSEY as a manager in 2007. His prior experience includes nine years with a Denver-based Investment Advisory and Financial Planning firm. Nathanael holds an MBA with an emphasis in Investment Management.
Nathanael’s background includes experience in the following areas:
- Functional – investment advisory services, assists individuals in the development of investment plans, and in the supervision and management of investment portfolios, personal financial planning – assists individuals in the development of personal financial plans on a comprehensive or segmented basis, income tax planning and compliance officer.
- Industries – primary emphasis on small business, professional practices and individuals.
email@example.com or (303) 567-8175.