At NWK Group, our team approach makes for a more responsive approach and informed perspective in all we do. Meet our team members.
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.
Marte is one of the founders of NWK Group, Inc. He leads the development and delivery of NWK Group services to institutional clients.
Jim is one of the founders of NWK Group, Inc.
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.
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.
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...
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...
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.