Managing Principal & Chief Compliance Officer at Causey Wealth.
Nathanael Koch
Managing Principal & CCO
Nathanael Koch joined our Wealth Management practice in 2007 and became a Principal shortly thereafter. With over twenty-five years of financial planning and investment advisory experience, he specializes in advising high-net-worth individuals who rely on their portfolios to deliver a steady and predictable stream of income.
As Chief Compliance Officer and a member of the firm's Investment Committee, Nathanael plays a key role in the firm's regulatory oversight and investment strategy governance.
Nathanael earned an MBA with a concentration in Finance and Investment Management from the University of Colorado Denver, and a Bachelor of Arts in Political Science from the University of Colorado Boulder.
Nathanael lives in Parker, Colorado with his wife Rachel and their two sons. They spend every chance they can outdoors, boating, hiking, and climbing 14ers. When not in Colorado, they're often traveling to visit family and exploring new parts of the world.
Nathanael is an investment adviser representative of Causey Wealth LLC.
Want to learn more about who we are and how we work with clients?
Our team brings decades of experience and a deeply collaborative approach to helping individuals and families navigate complex financial decisions.
To request a discovery call with one of our Principals or Directors:
(303) 672-9876
info@causeywealth.com