Nathan C. Ankney
Nathan began his career in the investment industry in 1993 working for a national brokerage firm. During that time, Nathan obtained his NASD (now FINRA) registrations and began co-managing discretionary mutual fund portfolios totaling approximately $20 million in assets.
In 2002, Nathan′s passion for business and entrepreneurship led him to the advisory side of the business, where he co-founded a boutique investment management firm in San Jose, California. There, Nathan held positions as Director of Research, Chief Compliance Officer ("CCO"), and most recently, Chief Operating Officer. As Director of Research, he co-managed multiple-asset-class investment portfolios totaling approx. $85 million in assets. His work included risk profiling, investment policy design, portfolio optimization using modern and post-modern portfolio theory, investment manager search, selection, & monitoring, and periodic rebalancing. As CCO, he was responsible for maintaining compliance with regulatory agencies, hosting regulators during audits, and maintaining the company′s books and records. As COO, Nathan designed and implemented the operations for three private investment funds totaling approx. $15 million in assets. His work included fund accounting, project due diligence, fair value determination, and investor relations. Fund projects included a feature-length motion picture production, foreign and domestic luxury real estate development, and various private equity investments. Also as COO, Nathan focused a significant amount of time on the back office where he developed, implemented, and directed portfolio accounting, billing, and performance reporting systems with a strong emphasis on accuracy and timeliness. Throughout his career, Nathan actively met with and co-managed relationships with over 150 clients, both institutional and retail, including private family foundations, charitable trusts, and other tax advantaged entities.
In 2004, Nathan co-founded another company specializing in performance attribution analysis and other financial modeling projects. Currently, he holds positions as President and Chief Financial Officer for that company.
In May, 2007, while pursuing his goal of starting his own investment management practice, Nathan joined a mid-sized investment management firm in New York City where he held roles as Chief Compliance Officer and Chief Operating Officer. He was responsible for developing a "culture of compliance" for the firm and for streamlining back office operations.
In December, 2007, Nathan joined forces with long-time friends and business associates, David Koehler, CPA and Brian Boyle. Together they formed Dynamic Wealth Strategies, LLC where they seek to provide a very high level of financial planning and investment management service to their clients.
In 2000, Nathan graduated Cum Laude with a Bachelor′s degree in Business Administration with a concentration in Finance from San Jose State University.
People often describe Nathan as ambitious and hard working. He tends to be very analytical and number-oriented in his decision making. He also enjoys working with people and helping them achieve their goals. Some of his top values are freedom, family and focus.
Nathan holds his Series 7, 24, 63, and 65 FINRA registrations and California Insurance License # 0G16648
