AeroLeads people directory · profile
Nathan Perry Email & Phone Number
Sr. Manager and Portfolio Strategist
at
M Financial Group
1 work email found
@fisherinvestments.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Manager and Portfolio Strategist
Location
Allen, Texas, United States
Company size
Who is Nathan Perry? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nathan Perry is listed as Sr. Manager and Portfolio Strategist at M Financial Group, a company with 272 employees, based in Allen, Texas, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Nathan Perry.
Nathan Perry previously worked as Sr. Manager / Portfolio Strategist at M Financial Group and Investment Management Consultant at M Financial Group. Nathan Perry holds Master Of Science (M.S.) In Management, Finance from University Of Texas At Dallas.
Company email context
Email format at M Financial Group
This section adds company-level context without repeating Nathan Perry's masked contact details.
{first_initial}{last}@fisherinvestments.com
76% confidence
AeroLeads found 1 current-domain work email signal for Nathan Perry. Compare company email patterns before reaching out.
Profile bio
About Nathan Perry
Nathan Perry is a Sr. Manager and Portfolio Strategist at M Financial Group. He possess expertise in asset allocation, asset management, portfolio management, financial analysis, microsoft excel and 21 more skills.
Listed skills include Asset Allocation, Asset Management, Portfolio Management, Financial Analysis, and 22 others.
Current workplace
Nathan Perry's current company
Company context helps verify the profile and gives searchers a useful next step.
M Financial Group
7 roles
Nathan Perry work experience
A career timeline built from the work history available for this profile.
Sr. Manager / Portfolio Strategist
CurrentHead of Investment Strategy for M Wealth private client and model portfolios business.
Apr 2024 - Present
Investment Management Consultant
Sep 2023 - May 2024
Canadian Investment Counselor
- Serve as the primary relationship management point of contact for High Net Worth clients in Canada.
- Partner with internal portfolio decision makers and research teams to develop asset allocation and investment strategies that meet client objectives consistent with Fisher’s investment philosophy.
- Coordinate with Fisher’s sales team to close new business and onboard prospective clients.
- Educate clients on Fisher’s top-down investment process and portfolio strategy.
- Discuss economic and geopolitical events with clients and the likely impact on investors’ portfolios.
- Serve as a mentor for new Investment Counselors.
Aug 2021 - Sep 2023
Vice President - Portfolio Manager
- Developed customized multi-asset Separately Managed Account portfolios for Institutional and High Net Worth clients with total AUM in excess of $1.4Bn.
- Subject matter expert on BlackRock’s Separately Managed Account and Exchange Traded Fund solutions.
- Provided market guidance and portfolio construction expertise to financial advisors, customizing model portfolios to client specific goals and needs.
- Investment strategy partner for advisors during sales presentations.
- Supported advisors in understanding and effectively communicating BlackRock’s portfolio management and separately managed account value proposition.
- Proactively communicated important market and strategy developments to advisors and clients.
May 2014 - Feb 2021
Sr. Portfolio Specialist
- Financial advisor team resource for model portfolios and investment strategies.
- Implemented and monitored trading and daily portfolio activity across more than 400 separately managed accounts with an aggregate market value in excess of $1Bn.
- Provided market and product specific information and commentary to Financial Advisors.
- Created sales presentations for use by internal Portfolio Managers and outside Financial Advisors.
- Generated quarterly client reviews based on BlackRock internal research and market analysis.
Dec 2006 - May 2014
Associate
Bsb Capital
- Conducted financial analysis and due diligence in the underwriting of asset-backed corporate loans.
- Developed financial models for the analysis of alternative investments opportunities.
- Presented direct lending and secondary market purchase opportunities to senior management.
Jul 2005 - Dec 2006
Team & coworkers
Colleagues at M Financial Group
Other employees you can reach at mfin.com. View company contacts for 272 employees →
DS
David Sugue
Colleague at M Financial GroupPortland, Oregon, United States, United States
View →
DW
Donna Williams Clu, Chfc
Colleague at M Financial GroupCharlotte Metro, United States
View →
CK
Clayton Kuhnen
Colleague at M Financial GroupKeller, Texas, United States, United States
View →
LA
Lauren Altemari
Colleague at M Financial GroupBend, Oregon, United States, United States
View →
AB
Angela Bigger
Colleague at M Financial GroupPortland, Oregon Metropolitan Area, United States
View →
CC
Carol Carlson
Colleague at M Financial GroupWellesley Hills, Massachusetts, United States, United States
View →
JA
John Aperture
Colleague at M Financial GroupPortland, Oregon, United States, United States
View →
AB
Aaron Berry
Colleague at M Financial GroupDallas-Fort Worth Metroplex, United States
View →
RL
Reba Leonard, Cie, Fahm, Crmp, Mcm
Colleague at M Financial GroupPlano, Texas, United States, United States
View →
DP
David Pergande
Colleague at M Financial GroupAustin, Texas, United States, United States
View →
David Sugue
Colleague at M Financial GroupPortland, Oregon, United States, United States
View →
DW
Donna Williams Clu, Chfc
Colleague at M Financial GroupCharlotte Metro, United States
View →
CK
Clayton Kuhnen
Colleague at M Financial GroupKeller, Texas, United States, United States
View →
LA
Lauren Altemari
Colleague at M Financial GroupBend, Oregon, United States, United States
View →
AB
Angela Bigger
Colleague at M Financial GroupPortland, Oregon Metropolitan Area, United States
View →
CC
Carol Carlson
Colleague at M Financial GroupWellesley Hills, Massachusetts, United States, United States
View →
JA
John Aperture
Colleague at M Financial GroupPortland, Oregon, United States, United States
View →
AB
Aaron Berry
Colleague at M Financial GroupDallas-Fort Worth Metroplex, United States
View →
RL
Reba Leonard, Cie, Fahm, Crmp, Mcm
Colleague at M Financial GroupPlano, Texas, United States, United States
View →
DP
David Pergande
Colleague at M Financial GroupAustin, Texas, United States, United States
View →
2 education records
Nathan Perry education
Master Of Science (M.S.) In Management, Finance
Bachelor Of Business Administration (B.B.A.), Marketing
FAQ
Frequently asked questions about Nathan Perry
Quick answers generated from the profile data available on this page.
What company does Nathan Perry work for?
Nathan Perry works for M Financial Group.
What is Nathan Perry's role at M Financial Group?
Nathan Perry is listed as Sr. Manager and Portfolio Strategist at M Financial Group.
What is Nathan Perry's email address?
AeroLeads has found 1 work email signal at @fisherinvestments.com for Nathan Perry at M Financial Group.
Where is Nathan Perry based?
Nathan Perry is based in Allen, Texas, United States while working with M Financial Group.
What companies has Nathan Perry worked for?
Nathan Perry has worked for M Financial Group, Fisher Investments, Blackrock, and Bsb Capital.
Who are Nathan Perry's colleagues at M Financial Group?
Nathan Perry's colleagues at M Financial Group include David Sugue, Donna Williams Clu, Chfc, Clayton Kuhnen, Lauren Altemari, and Angela Bigger.
How can I contact Nathan Perry?
You can use AeroLeads to view verified contact signals for Nathan Perry at M Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Nathan Perry attend?
Nathan Perry holds Master Of Science (M.S.) In Management, Finance from University Of Texas At Dallas.
What skills is Nathan Perry known for?
Nathan Perry is listed with skills including Asset Allocation, Asset Management, Portfolio Management, Financial Analysis, Microsoft Excel, Microsoft Office, Powerpoint, and Microsoft Word.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Nathan Perry you were looking for.
View similar profiles
