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Nathaniel H

Series 65

Meridian, ID

Core Wealth Partners LLC

Nathaniel Holden is a financial advisor with Core Wealth Partners LLC in Meridian, ID, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at HAC Certified Public Accountants, Inc., Holden Hall LLC, and Holden & Company LLP. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on sector-specific long/short and event-driven equity strategies in technology, clean energy, and industrials. The firm acts as general partner and co-investor in its funds, employing a proprietary real-time risk management system and performance-based allocations.

Private / alternative investments Active portfolio management Real estate investing
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