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Nathan Davis, CFP®, CFA

Chief Investment Officer

Nathan Davis, ​​CFP®, CFA, is the Chief Investment Officer at Aspen Wealth Management, where he provides clients with comprehensive financial planning. Additionally, he is responsible for research, trading, portfolio monitoring, and alternative investments such as private equity, credit, and real estate for the firm, while also leading the investment committee to determine portfolio asset allocations, security selection, and risk management measures.

A graduate of Virginia Tech with a bachelor’s degree in applied economic management with a focus on personal financial planning, he was recognized in Fort Worth Business Press’ 40 Under 40 2021 class and D Magazine’s Best Financial Planners 2021 (multi-year winner). Outside of the office, Nathan serves on the board of directors of the Tarrant County Homeless Coalition (TCHC), the steering committee of WORTH North Texas Community Foundation, and as treasurer of the Virginia Tech Alumni Association DFW Chapter.

A native of Annapolis, Maryland, he, his wife Emily, and their son make Fort Worth their home. When not working, Nathan enjoys playing golf, watching Virginia Tech sports, reading, and trying to make his lawn look perfect.

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