Nate Byrd, CFA, CFP®

As a Director at Hamilton Point, Nate Byrd partners with families, business owners, and nonprofit organizations to provide financial planning, retirement income planning, and nonprofit financial planning. He helps clients prepare for the future with disciplined investment strategies and clarity around complex decisions. As a generational wealth advisor, he also supports families seeking to preserve and grow assets across multiple generations. Nate serves on Hamilton Point’s Investment Committee, applying a research-driven approach to security selection and portfolio diversification for clients.

Nate brings two decades of experience in investment management and financial planning. His philosophy combines traditional, valuation-driven investing with modern strategies that integrate retirement income planning, tax and estate considerations, business planning, and philanthropy. He especially enjoys collaborating with families who have managed their own money and are now seeking a professional partner to bring discipline, research, and perspective to their financial strategy. His expertise and credentials highlight his ability to address complex, multi-faceted client needs.

Outside the office, Nate serves as his neighborhood’s vice president and social chair. He is also active on the Finance Committee for Habitat for Humanity of Orange County, the Advisory Board for UNC Kenan-Flagler’s Applied Investment Management Program, and in leadership roles with Rotary International.