Boston, MA
Newport, RI
Pawtucket, RI
Providence, RI
Waltham, MA
Nathan C. Goodwin
Portfolio Manager
“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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