Nathaniel DeMeo, CFA, CAIA

Experience

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  Fidelity Investments

  Jun 2015 - Dec 2018

  Financial Representative

  Assist core and HNW clients with service and trading needs. Communicating and clarifying with clients regarding their investment and financial questions through a number of mediums (phone, chat, email). Work with multiple groups to ensure proper resolution of issues. Create an outstanding experience for Fidelity’s clients through empathy and connecting with their needs and goals. Worked with clients to place mutual fund, equity, options trades.

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  Wipfli Financial Advisors

  Jan 2019 - Sept 2022

  Investment Associate

  Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/.We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest. Show less

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  Wilshire

  Nov 2022 - now

  Investment Associate | Wilshire Private Markets