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    Nathaniel Leach

    Portfolio Manager/Co-Founder at LBW Wealth Management

    Nathaniel Leach is a dedicated professional with a strong background in finance, investments, and operations. He studied at Onalaska High School before pursuing a Bachelor of Arts in History at Kalamazoo College. Nathaniel has a rich history of working in various capacities in different organizations, showcasing his versatility and adaptability.

    Currently, Nathaniel serves as the Portfolio Manager and Co-Founder at LBW Wealth Management, where he plays a pivotal role in managing portfolios and guiding investment strategies for clients. Prior to this, he honed his skills as a Securities Analyst at Poehling Capital Management, where he gained valuable experience in analyzing market trends and making informed investment decisions.

    Before entering the finance industry, Nathaniel had a stint at the US Marine Corps as a Supply Administration and Operations Clerk. This experience added a layer of discipline and organizational skills to his profile, further enriching his professional repertoire.

    Nathaniel Leach's educational background coupled with his hands-on experience in finance and operations make him a well-rounded professional capable of handling diverse challenges in the corporate world. His journey from a history student to a successful Portfolio Manager reflects his dedication, hard work, and ability to adapt to different roles seamlessly.

    Highlights

    [PDF] FORM ADV - SEC.gov

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    Nathaniel Leach
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    Location

    Madison, Wisconsin, United States