NATHAN OSTERTAG
Managing Principal
Nathan began his investment career at PaineWebber (now UBS) in 1995. He has previously worked at Morgan Stanley, TIAA (formerly TIAA-CREF), and Ameriprise Financial. He specializes in investment portfolio management, risk management, and Social Security benefit selection. Nathan formerly served as a financial coach at Wings for Widows, a 501(c)3 public charity (in the US) that provides free financial coaching and education for new widows to help them achieve financial wellness after the loss of a loved one.
Education:
BA University of Saint Thomas (Saint Paul, Minnesota)
MSc London School of Economics (United Kingdom)
MBA Carlson School of Management – University of Minnesota (Minneapolis, Minnesota)
CRPC® – Chartered Retirement Planning Counselor
BEN BITZER
General Manager
Ben oversees client administration and business operations.
