Nathan Mumford, CFA Research Analyst
I love being able to put my analytical skills to work on the operational side of our business. Working with the team, transitioning clients to our platform, and slicing and dicing data are just a few areas that really drive my love of this business.
I’m fairly new to the Seattle area after recently graduating from Whitworth University in Spokane. I’m analytical by nature, and I love working with numbers because they tell a story and assist in the process of good decision making. I was drawn to this line of work because I enjoy the challenge of interpreting large amounts of data and simplifying this information so our clients have more clarity and consequently, peace of mind.
Nathan’s take on optimism
Optimism is being expectantly hopeful about the future. I believe living optimistically causes people to be more confident and free from worry about the future. Personally, being optimistic allows me to be ambitious about my career goals and confident in taking calculated risk.
Member of Omicron Delta Epsilon,
International Economics Honor Society
B.A., Mathematical Economics, Whitworth University
Volunteer, Young Life
Active with my church
What excites me about the future
The possibility of starting a family and being able to provide a high-quality life for all of us so that we can be free to do what we love—traveling, pursuing hobbies, and being actively involved in our community.
What I love about what I do
I love being able to put my analytical skills to work. Slicing and dicing data, creating new reports, and providing transparency into our portfolio management process are just a few areas that really drive my love of this business.
One thing that keeps me up at night
Concern for the people around me. For example, if a friendship isn’t going as it should, or if people I care about are going through something tough, it makes me restless.
People would be surprised to learn about me
I am extremely competitive and love sports. Currently, I stay competitive by playing a sport called roundnet.
The biggest misconception about me is
Because I am an introvert by nature, some people may think that I am distant or not very relational. However, I care deeply about what’s going on around me and the people in my life.
Three traits that best describe me
Loyal, humble, analytical