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Nathan Stutz
Research Analyst and Trader at Sterling Investment Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Investment Management | Research Analyst and Trader | Mar 2021 to Present | — |
| Amphenol | Financial Analyst | Oct 2020 to Mar 2021 | — |
| Varo Money Inc. | Operations Analyst | Aug 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)
| Name | Role | Location |
|---|---|---|
| Managing Partner and Chief Investment Officer | Tucson, AZ , United States | |
M Miguel Silva | Portfolio Manager | Tucson, AZ , United States |
A Arumayta Arguello | Portfolio Manager | Tucson, AZ , United States |
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