Nathan Mumford

Nathan Mumford, CFA®, is a Portfolio Manager at Parcion Private Wealth in Bellevue, WA. In this role, he is responsible for portfolio construction, implementation, and risk management, working closely with high-net-worth families, particularly business owners, to align investment strategies with their unique financial objectives and long-term wealth goals. His approach emphasizes customized solutions that address the complex needs of multi-generational wealth.

Nathan’s expertise spans portfolio optimization, market analysis, and the development of tailored investment plans. He has a wealth management career spanning over six years, having previously held positions such as Research Analyst, Portfolio Analyst, and roles in Investment Operations. At Parcion, he focuses on comprehensive asset allocation across public equities, fixed income, alternative investments, and private markets, supporting entrepreneurial families.

He holds a degree in Mathematical Economics from Whitworth University and earned his CFA® Charter in 2023, exemplifying his commitment to investment excellence and rigorous analytical standards. Nathan is recognized for his dedication to applying quantitative analysis and delivering client-centric investment outcomes in the wealth management sector.