Director of Research
Nate is the Director of Research and a Senior Portfolio Manager at Private Wealth Partners. He is responsible for leading the firm's research and investment process.
Prior to joining Private Wealth Partners, Nate was a Senior Equity Research Analyst at Pacific Growth Equities covering emerging-growth, biotechnology companies. Previously, he was a Senior Research Associate at Aspira Biosystems, a venture-backed drug discovery platform company that was acquired in 2004. Nate has been a visiting lecturer in Portfolio Management at local universities.
Nate is also the Managing Partner of the Blue Water Life Science Fund LP, which is focused on investments in precision medicine.
Nate holds a B.A. from the University of Colorado, Boulder and completed coursework in pre-medicine in a post-baccalaureate program at Harvard.
Head of Trading
Jason joined the Private Wealth Partners team in 2005, bringing over 25 years of securities industry experience with an emphasis of trading across all product types and asset classes. Jason also brings extensive operations experience to Private Wealth Partners.
Prior to joining Private Wealth Partners, Jason worked at E*Trade and helped them grow their equity and fixed income business in their New York and Menlo Park offices.
Jason obtained NASD/FINRA license designations of 7, 63, 4, 24, 55.
Olivia Hauger joined Private Wealth Partners as an Associate on our Research team. Olivia is a recent graduate of the Haas School of Business at UC Berkeley. While at UC Berkeley, she was captain of the Cal Women’s Tennis Team, where she was a critical component of the team’s first national team championship win. Individually, she achieved national collegiate rankings as high as top 10 in doubles and top 20 in singles. She was able to compete at a high level in the classroom and on the tennis court.
James is an analyst in the firm’s research department and a trading assistant. Prior to joining Private Wealth Partners, James served in the Navy as a navigator aboard the USS Coronado (LCS 4).
James holds a B.S. in Economics from the United States Naval Academy.