Sign in

You're signed outSign in or to get full access.

Nathan Stutz

Nathan Stutz

Research Analyst and Trader at Sterling Investment Management, LLC

South Jordan, UT , United States

About

Nathan Stutz serves as Research Analyst and Trader at Sterling Investment Management, based in South Jordan, UT. In this role, he is responsible for providing research and financial analysis across equity, fixed income, and alternative securities, directly contributing to the firm’s portfolio management and trading operations.

His investment expertise extends across multiple asset classes, including equities, bonds, and alternative strategies, supporting customized portfolio solutions for high-net-worth individuals, foundations, endowments, and corporate clients. Nathan’s day-to-day responsibilities focus on evaluating a diverse range of investments and supporting Sterling’s disciplined investment process.

Nathan joined Sterling in 2021 following analyst roles at Amphenol and Varo Money Inc., where he specialized in investment evaluation and operations analysis. He holds a Bachelor of Science in Finance with a minor in Accounting from Utah Valley University and the Woodbury School of Business, and is progressing through the CFA Institute program, building a reputation for thorough investment research and analytical rigor in the private wealth and institutional asset management sectors.

Career History

OrganizationRoleDate RangeDetails
Sterling Investment ManagementResearch Analyst and TraderMar 2021 to Present
AmphenolFinancial AnalystOct 2020 to Mar 2021
Varo Money Inc.Operations AnalystAug 2019 to Oct 2020

Education

Utah Valley University

Bachelor of Science in Finance, Accounting and Finance

2016 2020

Woodbury School of Business

Others at Sterling Investment Management, LLC (3)

NameRoleLocation
John Payne
John Payne
Managing Partner and Chief Investment OfficerTucson, AZ , United States
M
Miguel Silva
Portfolio ManagerTucson, AZ , United States
A
Arumayta Arguello
Portfolio ManagerTucson, AZ , United States

Similar Fund Managers

NameRoleFundLocation
Chfc® Simmons
Chfc® Simmons
Portfolio ManagerTrajan Wealth LLCPhoenix, AZ , United States
D
David Busch
Co-Chief Investment OfficerTrajan Wealth LLCScottsdale, AZ , United States
B
Brian Riordan
Partner - Senior Research AnalystL. Roy Papp & Associates, LLPPhoenix, AZ , United States
Chris Schaefer
Chris Schaefer
Partner and Senior Portfolio ManagerL. Roy Papp & Associates, LLPPhoenix, AZ , United States