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