Nathan Kurita, CFA®

Nathan Kurita, CFA®

Nathan Kurita, CFA®
Managing Director, Pinnacle Wealth Advisors

150 3rd Avenue South
Nashville, TN37201
Phone: 615.743.8350

Nathan began his financial services career in 2001 as an analyst and trader at Morgan Keegan in Memphis. He came to Pinnacle in 2016 to help lead Pinnacle Wealth Advisors. He has had a diverse career in asset allocation and security selection for both institutional and private wealth clients. Nathan was an analyst at Bear Stearns, focused on equity and bond markets for PENN Capital and was most recently a portfolio manager at Merrill Lynch.

Nathan earned his bachelor’s degree in business management and finance from the University of Memphis. He holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of Nashville.

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Investment and Insurance Products:

Not FDIC insured Not bank guaranteed May lose value
Not guaranteed by any government agency Not a bank deposit