Nate Haynes, CFA®
Investment Strategist
Alpharetta, GA
Nate Haynes is an investment strategist with Ronald Blue Trust’s Investment Strategy Group (ISG), which operates out of the company’s corporate office in Atlanta, Georgia.
Nate assists wealth advisors in matching investment objectives with a customized investment strategy for individual and institutional clients. The ISG is responsible for analyzing investment vehicles, selecting appropriate public and private investment opportunities for clients, constructing portfolio solutions along with performing ongoing due diligence of investment managers.
Prior to joining the ISG, Nate served as a financial planner in the company’s Chicago office. Before joining Ronald Blue Trust, he worked as a senior financial analyst for Longtin Family Companies, where he provided financial consulting for multi-generational family businesses, 401k plan portfolio management, retirement planning, and raised capital for Venture Capital investments. He also worked at MB Financial Bank (now owned by Fifth Third Bank), where he was in a risk management rotational program.
Nate graduated cum laude from Wheaton College with a BA in business and economics where he also played basketball and served as captain of the team.
Passionate about missions, Nate has traveled to many different countries such as China, India, and the Dominican Republic, participating in and leading mission trips where he taught basketball and educational classes, and built churches. During his time in Chicago, he was active in his community. He volunteered with SLAM which is part of GRIP Outreach for Youth and served as a deacon and small group leader at his local church.
Nate and his wife, Colette, live in Hanover, NH where they enjoy hiking and living an active lifestyle.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.