EVP, Chief Solutions Officer
Natalie leads the firm's Strategy and Solutions Group. She focuses on advisors' end-to-end experiences by understanding their needs and then overseeing the development of products and services to meet those needs. Natalie has been featured in FundFire, ThinkAdvisor, FA Magazine, Financial Advisor IQ, and Benzinga.
Before joining the firm Natalie was most recently head of marketing for New York based asset manager First Eagle Investment Management. She previously served as head of product management and development for Pershing and spent several years at Charles Schwab in product development, marketing and strategy roles.
Natalie earned an MBA from University of California, Los Angeles - The Anderson School of Management, and a BA from the University of California, Berkeley.