Nate Byrd, CFA, CFP®


(919) 636-3765 Connect on LinkedIn

In addition to providing investment management and financial planning services to Hamilton Point clients, Nate is a member of the Investment Committee and a portfolio manager.  His experience includes serving as a co-portfolio manager for a mutual fund and various separately managed account strategies.

Nate serves on the Rotary District 7710 grants committee, as Program Chair for the Southwest Durham Rotary, and as the Treasurer for the North Carolina Botanical Garden Foundation.

  • Wake Forest University
    Winston-Salem, NC

    BS Mathematical Economics
  • University of North Carolina
    Chapel Hill, NC