Nathan Leishman, Ostrofe Financial Consultants

Nathan Leishman | CFA®

Portfolio Manager and LPL Registered Representative

Nathan is a Portfolio Manager at Ostrofe Financial Consultants (OFC). In this role, he provides personalized approaches for client investment portfolios and financial plans and helps develop the firm’s investment strategy. His greatest professional satisfaction comes from building long-term relationships with clients while working with them as they pursue their financial goals. Nathan joined OFC in 2017, bringing nearly a decade of experience in financial services. Prior to joining OFC, he worked for Westwood Global Investments, an institutional investment management firm in Boston, where he researched and identified attractive investment opportunities in Asia, Latin America, Africa, the Middle East, and Eastern Europe. 
 
Nathan graduated magna cum laude with a bachelor degree in finance from Brigham Young University. He spent two years volunteering as a missionary in central Mexico, where he became fluent in Spanish and developed a love for Mexican cuisine. He holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Institute. He also holds series 7 registration through LPL Financial and series 66 through LPL and Ostrofe Financial Consultants. Nathan currently resides in Grass Valley with his wife Stephanie. He enjoys hiking in the Sierra foothills and participating in community activities.