Nathan Chapman, Cepa
AeroLeads people directory · profile

Nathan Chapman, Cepa Email & Phone Number

Senior Vice President | Wealth Advisor at Truist Wealth
Location: Dallas-Fort Worth Metroplex, United States 13 work roles 2 schools
1 work email found @truist.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email n****@truist.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Truist Wealth
Role
Senior Vice President | Wealth Advisor
Location
Dallas-Fort Worth Metroplex, United States

Who is Nathan Chapman, Cepa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Nathan Chapman, Cepa is listed as Senior Vice President | Wealth Advisor at Truist Wealth, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at truist.com and a matched LinkedIn profile for Nathan Chapman, Cepa.

Nathan Chapman, Cepa previously worked as Managing Director | Wealth Advisor at Suntrust and Executive Director | Private Banker at J.P. Morgan. Nathan Chapman, Cepa holds Mba, Finance, Strategy from Smu Cox School Of Business.

Company email context

Email format at Truist Wealth

This section adds company-level context without repeating Nathan Chapman, Cepa's masked contact details.

*@truist.com
68% confidence

AeroLeads found 1 current-domain work email signal for Nathan Chapman, Cepa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Nathan Chapman, Cepa

As a Wealth Advisor, I listen diligently to my clients and engage them through a collaborative, goals-based planning approach to determine strategies aligned with their needs, wants and wishes. I offer more than 15 years of experience working with successful individuals and families and am proud to be with a firm that has a 125-year history rooted in Trust Services and Wealth Management - holding financial confidence as one of its primary missions across all levels of wealth. The families I work with tend to have complex situations and want a team of seasoned professionals to guide them, so I commonly serve as the primary strategist for my clients - directing an integrated team of specialists to coordinate investment, lending, pre-transaction / estate planning and other custom banking solutions on their behalf.Integrity, objective advice, attention to detail, and unwavering concern for the well-being of my clients are the hallmarks of my client service model. I hold a BBA in finance and entrepreneurship from Baylor University and an MBA in finance and strategy from Southern Methodist University.Prior to joining Truist Wealth, I was associated with J.P. Morgan Private Bank, AllianceBernstein, and ORIX Corporate Capital, a principal lender and investor backed by the proprietary capital of Tokyo-based ORIX Corporation (NYSE: IX).Specialties: Private Wealth Management, Selling a Business, Liquidity Event, Multigenerational Wealth Transfer, Charitable Giving, Research, Client Service, Wealth Forecasting & Analysis, Trusted Advisor, Fiduciary

Listed skills include Private Equity, Portfolio Management, Financial Analysis, Finance, and 47 others.

Current workplace

Nathan Chapman, Cepa's current company

Company context helps verify the profile and gives searchers a useful next step.

Truist Wealth
Truist Wealth
Senior Vice President | Wealth Advisor
AeroLeads page
Company profile
View company profile Email format
13 roles

Nathan Chapman, Cepa work experience

A career timeline built from the work history available for this profile.

Senior Vice President | Wealth Advisor

Current
Truist Wealth

Charlotte, North Carolina, Us

Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure

Feb 2021 - Present

Managing Director | Wealth Advisor

Suntrust

Charlotte, Nc, Us

Opened the SunTrust Private Wealth office in Dallas prior to the merger with BB&T, forming Truist Bank. Focused on delivering comprehensive wealth management advice and solutions to HNW and UHNW families seeking deep expertise, highly attentive service and the coordination of critical resources.

Jan 2019 - Feb 2021

Executive Director | Private Banker

J.P. Morgan

New York, Ny, Us

As a Private Banker, Nathan served as the primary point of contact for his clients - directing an integrated team of specialists to execute investment, credit, pre-transaction / estate planning and other custom banking solutions on their behalf.

Mar 2016 - Jan 2019

Vice President | Private Banker

J.P. Morgan

New York, Ny, Us

Apr 2013 - Feb 2016

Vice President | Financial Advisor

Alliancebernstein

New York, New York, Us

Partnered with clients to protect, manage and grow wealth in challenging market environments.Worked closely with clients and their tax and legal advisors to craft thoughtful solutions to a wide range of situations, which often included the sale of a business, retirement planning, estate and tax planning, charitable giving, etc.

Jun 2011 - Feb 2013

Director | Business Development

Orix Corporate Capital

New York, Ny, Us

Joined ORIX Corporate Capital in 2004 as a founding member of the Leveraged Finance Group. Held a variety of positions with origination, underwriting and portfolio management responsibility.Originated and negotiated cash flow senior debt, subordinated debt, and equity investment solutions in support of middle-market, private equity sponsored transactions (i.e. leveraged buyouts, recapitalizations, refinancings, and growth financings) as well as select distressed debt portfolio purchases.Identified and executed limited partner investments in middle-market private equity funds, managing over $40 million in committed capital.

May 2009 - Jun 2011

Co-Head | Portfolio Management

Orix Corporate Capital

New York, Ny, Us

Led the design and creation of the Portfolio Management Group for ORIX Finance. Managed 20+ full-time employees and 180+ investment positions, or approximately $2.5 billion in commitments spread across each of the firm’s direct and indirect business units, including Leveraged Finance, Venture Finance, Healthcare Finance, Media Finance, Insurance & Gaming Finance, Loan Sales & Trading and Alternative Investments.

Jun 2008 - Aug 2009

Associate Director | Underwriting

Orix Corporate Capital

New York, Ny, Us

Underwriter in the Leveraged Finance Group executing cash flow senior debt, subordinated debt, and equity co-investment solutions for middle-market buyouts, recapitalizations, refinancings, and growth financings.Led the firm’s Private Equity Fund LP Investment activities and served as Team Lead for ORIX Finance's inaugural Analyst Training Program in 2007; managing all development and execution phases of the program, which produced a retention rate of 100% of desired analysts in the first 2 years.

Jun 2007 - Jun 2008

Associate | Underwriting

Orix Corporate Capital

New York, Ny, Us

Underwrote cash flow senior debt, subordinated debt, and equity co-investment solutions in support of middle-market buyouts, recapitalizations, refinancings, and growth financings.

Sep 2004 - May 2007

Relationship Manager Associate

Wells Fargo Bank, N.A.

San Francisco, California, Us

Underwrote credit to middle-market companies ($20 - $500MM in revenues) in the North Dallas footprint of Wells Fargo.

Aug 2003 - Sep 2004

Professional Mba Student

Southern Methodist University

Dallas, Tx, Us

Graduated with concentrations in both Finance and Strategy. Inducted into the Beta Gamma Sigma Honor Society for high academic achievement.

Aug 2001 - May 2004
2 education records

Nathan Chapman, Cepa education

Mba, Finance, Strategy

Smu Cox School Of Business

Bba, Finance, Entrepreneurship

Baylor University - Hankamer School Of Business
FAQ

Frequently asked questions about Nathan Chapman, Cepa

Quick answers generated from the profile data available on this page.

What company does Nathan Chapman, Cepa work for?

Nathan Chapman, Cepa works for Truist Wealth.

What is Nathan Chapman, Cepa's role at Truist Wealth?

Nathan Chapman, Cepa is listed as Senior Vice President | Wealth Advisor at Truist Wealth.

What is Nathan Chapman, Cepa's email address?

AeroLeads has found 1 work email signal at @truist.com for Nathan Chapman, Cepa at Truist Wealth.

Where is Nathan Chapman, Cepa based?

Nathan Chapman, Cepa is based in Dallas-Fort Worth Metroplex, United States while working with Truist Wealth.

What companies has Nathan Chapman, Cepa worked for?

Nathan Chapman, Cepa has worked for Truist Wealth, Suntrust, J.P. Morgan, Alliancebernstein, and Orix Corporate Capital.

How can I contact Nathan Chapman, Cepa?

You can use AeroLeads to view verified contact signals for Nathan Chapman, Cepa at Truist Wealth, including work email, phone, and LinkedIn data when available.

What schools did Nathan Chapman, Cepa attend?

Nathan Chapman, Cepa holds Mba, Finance, Strategy from Smu Cox School Of Business.

What skills is Nathan Chapman, Cepa known for?

Nathan Chapman, Cepa is listed with skills including Private Equity, Portfolio Management, Financial Analysis, Finance, Financial Services, Wealth Management, Credit, and Financial Modeling.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.