Madison Boyken
Nathan is a Private Wealth Advisor at The Bahnsen Group’s new Phoenix office, joining us after six years as a Financial Advisor and Portfolio Manager at Morgan Stanley. Nate was named to the Morgan Stanley Pacesetter’s Club from 2018-2021. He will be deeply focused in our Private Wealth Advisor Group as a lead relationship manager, financial and retirement planner, and investment allocator.
Nate completed his MBA with a concentration in Management from California Baptist University. He holds the Series 66 securities license.
Outside of work, Nate enjoys backpacking and fishing, ushering at his church in San Clemente, and volunteering as a Young Life youth leader. A former chef, Nate continues to live out his passion for the culinary arts, cooking for friends, family and charity events. Nate truly loves volunteering at orphanages in Vietnam, Philippines, Haiti and Mexico.
Robert (Bob) serves as a Private Wealth Advisor at the Bahnsen Group’s Phoenix office, bringing a diverse set of skills and experiences in his career as a financial services professional.
Bob held a Professional Trader and Exchange seat on both the COMEX and NYMEX on Wall Street for over a decade. He worked as a financial advisor with Merrill Lynch and AG Edwards, and served the middle markets segment at Morgan Stanley. He brings over 25 years of experience and market insights to our wealth management group.
Bob received his Bachelor of Science degree from the Boston College, Carrol School of Management, with a focus in Computer Science and Finance, where he graduated in the top 1% of his class. He currently holds his Series 65 investment license.
Originally from the New York area, Bob raised his family in Denver, CO and now resides in Scottsdale, AZ where he continues to enjoy the outdoors and is the proud father of his two wonderful adult children, Jessica and Michael.