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.
2021 – Present ValueScope, Inc.
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
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.
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