Our Team

Meet Our Team

At NWK Group, our team approach makes for  a more responsive approach and informed perspective in all we do. Meet our team members.

Nadim Joseph Nahas, AIF®

Principal, Portfolio Manager

Nadim is one of the founders of NWK Group, Inc. He leads the investment and research process and serves as portfolio manager for private wealth and institutional clients.

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Marte Werner, AIF®, CPFA®

Principal

Marte is one of the founders of NWK Group, Inc. He leads the development and delivery of NWK Group services to institutional clients. 

 

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Jim Kolinos, AIF®

Founder Emeritus

Jim is one of the founders of NWK Group, Inc. 

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Cathey Le Hudson

COO & Relationship Management

Cathey brings more than 18 yrs of experience in Client Relationship and Account Management; over 12 years specifically in the retirement plan industry.

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Brian Acard, AAMS®

Financial Advisor/Research Associate

Brian brings more than twenty years of financial industry experience with an emphasis on portfolio management, investment research, and retirement income planning to his role as a Financial Advisor and Research Associate.

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Allison Werner

Client Operations Associate

Allison brings a year of experience in tax compliance services for businesses and individuals. Prior to joining NWK Group, Allison spent a year with Spott, Lucey, & Wall, Inc. CPAs as a staff accountant in San Francisco. Allison...

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Ian W. Lund, CPFA®

Client Relationship Manager

Ian brings more than eight years of private wealth management, investment guidance and relationship management experience. As a Client Relationship Manager, Ian consults and ensures Plan Sponsors' fiduciary needs are met through...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.