Nate Byrd, CFA, CFP®

Vice President

(919) 636-3765 Connect on LinkedIn

In addition to providing investment management and financial planning services to Hamilton Point clients, Mr. Byrd 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.

Mr. Byrd volunteers as Assistant District Governor for Rotary District 7710 and is the Audit Committee Chair for the North Carolina Botanical Garden Foundation.

  • Wake Forest University
    Winston-Salem, NC

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