Professionally

Natalie received a Bachelor of Science in chemical engineering at the University of California, Santa Barbara (UCSB). On the West Coast, she worked as an engineering consultant on large capital projects at pharmaceutical companies such as Genentech/Roche, Bayer, Novartis, and BioMarin, to name a few. Natalie moved to New York City in 2013 to work as an engineer at Perrigo, the world’s largest manufacturer of store-brand pharmaceutical products. After seven years as an engineer, she realized that her passion for finance overshadowed her engineering career path and decided to make the switch. Natalie passed the Certified Financial Planner™ (CFP®) exam in July 2017, obtained the Certified Divorce Financial Analyst® (CDFA®) designation in June 2019, and is continually working to deepen her knowledge in the profession. Natalie is a member of the firm’s investment committee and plays a key role in researching and reviewing our portfolio holdings and investment philosophy.

Natalie is also a financial contributor to Forbes.com. Read her latest articles here.

Personally

Natalie is kind, sharp and full of positivity. Her favorite activity outside of work is running with friends, which she does every Saturday. Her athletic pursuits led her to place 2nd in her age group in the Escape from Alcatraz Triathlon in 2011. Natalie and her husband love to travel and enjoy visiting wine regions in France to discover the best French wines. If she could be anywhere else in the world, Natalie would travel to Florence Lake in the Sierra Nevada Mountains where her family has taken yearly trips since she was only nine months old. In 2020, Natalie welcomed baby girl, Sloan, into the world and is enjoying the new adventure of motherhood while living in New York City.

Purpose

Growing up with little money, we often had to rely on the kindness of others for basic necessities like food and housing. I experienced, first-hand, the fear, guilt, and anxiety that results from not having control over your financial situation, and it fueled my passion for empowering other women to take control of their finances. I find it incredibly rewarding to help our clients achieve their goals and live a life without fear around money.