Nathan Mumford, CFA®

As a Portfolio Manager at Parcion Private Wealth, Nathan plays a key role in portfolio construction, implementation, and risk management, ensuring investment strategies align with each family’s unique financial plan. With over six years of wealth management experience, he is dedicated to helping business owners and their families navigate the complexities of investing, empowering them to achieve both their financial and personal goals.

Before joining Parcion, Nathan gained valuable skills in a range of investment roles, including Research Analyst, Portfolio Analyst, and Investment Operations, refining his expertise in market analysis and portfolio optimization.

Nathan holds a degree in Mathematical Economics from Whitworth University and became a CFA® Charterholder in 2023, underscoring his commitment to the highest standards of investment excellence.

Beyond the office, Nathan enjoys spending time with his wife, family, and friends. Whether running around Green Lake, teeing off on the golf course, or cheering on Seattle’s sports teams, he embraces an active lifestyle and strong sense of community.