Advisors at this firm
Mackenzie L
Series 65
Brookline, MA
Nubian Square Investment Advisors, LLC
Mackenzie Liman is a financial advisor at Nubian Square Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Nubian Square, Liman worked with Chinook Fund and Transformative Alliances and has extensive involvement in nonprofit consulting focused on fundraising, community-building, and collective decision-making. Outside of finance, Liman has a background in bicycle-related businesses spanning over a decade. Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and access to third-party model portfolios. The firm uses a combination of fundamental, quantitative, and modern portfolio theory techniques alongside model management platforms and provides impact investment research and consulting services.
Jock P
Series 65
Brookline, MA
Nubian Square Investment Advisors, LLC
Jock Payten is a financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at Eaton Vance and Ipreo. Outside of his advisory role, he partners with Artus Capital, LLC as an independent sponsor making private growth equity investments. Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and access to third-party model portfolios. The firm employs a variety of investment techniques and provides impact investment research and consulting alongside educational resources.
Jason A
CFP®
Brookline, MA
Nubian Square Investment Advisors, LLC
Jason Andrade is a CFP® professional with one year of experience at Nubian Square Investment Advisors. Prior to joining Nubian Square, he worked at Compass Working Capital for seven years and EDIC for three years. Outside of his advisory role, he is the Founder and Director of ClearPatch Wealth Advisors Inc., which provides financial education and small business services, and serves as Director of Research and Membership Engagement for the Partnership for Financial Equity, focusing on addressing racial wealth gaps in Massachusetts. Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and access to third-party model portfolios. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory techniques and provides impact investment research and consulting, including due diligence for private placements.
Antashe H
Series 65
Detroit, MI
Nubian Square Investment Advisors, LLC
Antashe Howard is a financial advisor at Nubian Square Investment Advisors, LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Eaton Vance in various capacities from 2018 to 2024. Outside of his advisory work, he is an agent for a life insurance business. Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and access to third-party model portfolios. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory techniques and provides educational courses and seminars on financial topics.