OUR DEDICATED TEAM
Nathaniel Carswell brings nearly twenty years of invaluable expertise in wealth management to his role at Forthright. Throughout his career, he’s held diverse advisory and leadership positions, culminating in his prior role as Chief Operating Officer and Senior Financial Advisor for an RIA overseeing $800 million in assets under management. Nathaniel’s professional journey is underscored by his commitment to excellence, holding both the CFP and CIMA designations.
Joining Forthright marked a pivotal moment for Nathaniel, aligning his passion for financial guidance with a meaningful mission. His role here allows him to impart invaluable knowledge to educators, empowering them with strategies to achieve financial autonomy. Nathaniel, the first in his family to pursue higher education, understands the transformative impact educators wield in shaping brighter futures, fueling his dedication to supporting their financial well-being.
Outside of work, Nathaniel loves traveling and making memories with his cherished family. He’s married to Lauren and really enjoys spending quality time with their kids, Lachlan and Nora.