Nathan Larsen, CFA, CAIA®

Nathan Larsen, CFA, CAIA®

Chief Investment Officer

Nathan Larsen is the Chief Investment Officer of Executive Wealth Management (EWM). He is a Chartered Alternative Investment Analyst (CAIA) and holds a Chartered Financial Analyst (CFA) designation.

Nathan’s specialties include developing, testing, and implementing systematic rules-based investment strategies as well as fundamental research. He served as a consultant to the firm starting in 2006, and in 2016 joined Fortunatus Investments, a separate affiliated company of EWM, full-time as Chief Investment Officer. Fortunatus later merged with EWM in 2022. Before joining the EWM family full time, Nathan was the Director of Research at AdvisorGuide, LLC, an investment research firm.

Nathan, his wife and their two boys reside in Farmington Hills, Michigan. He grew up in the Chicagoland area and holds a Bachelor of Art in History from Taylor University in Upland, Indiana.

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