Nate Byrd, CFA, CFP®

Vice President

(919) 636-3765 Connect on LinkedIn

Mr. Byrd has over 8 years of experience in investment management.  Before joining Hamilton Point in 2013, Mr. Byrd worked at Altrius Capital Management as a Portfolio Manager, co-managing a mutual fund and several separate account investment strategies.  Prior  to that, he was a Portfolio Manager for Wachovia Wealth Management, overseeing the investments for more than $800 million in private client assets.

Mr. Byrd volunteers locally as an Assistant District Governor for Rotary District 7710, as the Audit Committee Chair for the North Carolina Botanical Gardens, and as a Trustee for the Eagles Nest Foundation.

  • B.S. Mathematical Economics
    Wake Forest University, 2006
    Winston-Salem, North Carolina
  • M.B.A.
    University of North Carolina Kenan-Flagler School of Business, 2011
    Chapel Hill, North Carolina
Previous Affiliations
  • Altrius Capital Management
  • Wachovia Wealth Management