Nathan Robert Paulson
Chief Executive Officer at Paulson Wealth Management Inc.
Profile
Mr. Nathan R.
Paulson is a President & Senior Wealth Advisor at Paulson Wealth Management Inc. With over 20 years of experience in global business and finance, he has become an expert on derivatives trading, investment advice and wealth management.
Prior to founding Paulson Wealth Management, he started his capital markets career at CMT GmbH as an Options Market Maker in Frankfurt, Germany and later traded futures in Chicago.
In 2004, he went on to UBS Financial Services Inc., where he was the Vice President – Investments and Wealth Advisor until 2009 when Paulson Wealth Management and 3rd Stream were founded.
He Wealth Management utilizes a probability based investment approach, keeping the client at the center of the strategy.
He received his B.S.
in Physics from Wheaton College in Illinois and his MBA from Michigan State University.
In addition to obtaining his Certified Financial PlannerTM (CFP®) certification.
Nathan Robert Paulson active positions
Companies | Position | Start |
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Paulson Wealth Management Inc.
Paulson Wealth Management Inc. Investment ManagersFinance Paulson Wealth Management Inc. is a financial advisory firm located in Wheaton, IL. The private company specializes in financial planning and investment management, offering services such as retirement planning, executive compensation, multi-generational wealth transfer, philanthropy, and financial goal setting. The company was founded in 2009 by Nathan Robert Paulson, who has been the CEO since its inception. | Chief Executive Officer | 31/05/2009 |
Training of Nathan Robert Paulson
Michigan State University | Masters Business Admin |
Wheaton College (Illinois) | Undergraduate Degree |
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Private companies | 1 |
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Paulson Wealth Management Inc.
Paulson Wealth Management Inc. Investment ManagersFinance Paulson Wealth Management Inc. is a financial advisory firm located in Wheaton, IL. The private company specializes in financial planning and investment management, offering services such as retirement planning, executive compensation, multi-generational wealth transfer, philanthropy, and financial goal setting. The company was founded in 2009 by Nathan Robert Paulson, who has been the CEO since its inception. | Finance |
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