Nathan Hoelscher

ASSOCIATE

CONTACTS

Tel: 817-310-5998
nhoelscher@valuescopeinc.com

   

CV

vCard

Nathan Hoelscher has worked in the financial services industry for over 5 years where has gained valuable knowledge in financial analysis, research, consulting, valuation modeling, and investment management. Mr. Hoelscher assists the ValueScope team in advising clients on mergers and acquisition opportunities, business plans, valuations of various assets, business interests, and financial consulting services. Mr. Hoelscher received his MBA from Texas Christian University and earned his BBA in Finance from the University of Texas – Arlington.

EMPLOYMENT HISTORY

2021 – Present                                                                                                                                            ValueScope, Inc.

 Associate

Mr. Hoelscher is currently an Associate at ValueScope, Inc. Mr. Hoelscher’s work includes researching economic issues, analyzing industry trends, analyzing large sets of financial data, preparing financial and quantitative models, and drafting reports and white papers.

2018 – 2021                                                                                                                                                     IWP Capital, LLC

Director of Research

Mr. Hoelscher served as the head of research operations for IWP Capital, an investment research and consulting firm focused on socially responsible investment objectives. In this role, Mr. Hoelscher managed over $2.5 billion of institutional client relationships, established over $600 million in new institutional client relationships, directed research and consulting projects and deliverables for over $2 billion AUM, analyzed financial and regulatory filings of publicly traded companies, presented to client investment committees and conferences, and wrote multiple white papers and research studies over responsible investing topics.

2016 – 2018                                                                                                                               Trinity Fiduciary Partners

Senior Analyst

Mr. Hoelscher worked as an analyst for Trinity Fiduciary Partners, a registered investment advisor with over $100 million AUM between institutional and retail clients. Mr. Hoelscher developed asset allocation models and model portfolios, performed due diligence on alternative and private investment opportunities, conducted quantitative analysis on investment risk and performance, and evaluated client accounts for risk exposure and liquidity.

FORMAL EDUCATION

Master of Business Administration

Texas Christian University, Texas, United States

Bachelor of Business Administration

University of Texas – Arlington, Texas, United States

 

Organizations and Associations

 Sigma Chi Fraternity

 

CONTACT ME

    Print Friendly, PDF & Email