Boston, MA
Newport, RI
Pawtucket, RI
Providence, RI
Waltham, MA
Nathan C. Goodwin
Manager of Operations and Platforms
“Continuous enhancement of the product solutions, technology, and services supporting our clients’ investment strategies is my focus. I’m proud to be part of a team truly dedicated to its clients’ financial goals and future.”
Background
- Proven financial services professional with over fifteen years of experience in investment product due diligence, managed account program strategy, relationship management, and platform management roles
- Partner with our CIO to set the “vision” for our KLR Wealth management program
- Deliver solutions with an integrated, holistic, and seamless investment offering supported by a suite of “best in class” products, strategies, and services which meet the evolving needs of our clients’ financial journey
Professional
- Series 65
- BA, Criminal Justice, Saint Anselm College
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