Natalie Pine (CFP®)
Natalie Pine focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Planning Specialties
Natalie joined Briaud Financial Advisors in 2007 as an Investment Analyst. After completing her CFP ®, she expanded her role to that of Financial Advisor, including both financial planning and wealth management. Natalie became a partner in the firm in 2011.
Additional Information
Before joining Briaud Financial Advisors, Natalie worked for New York-based distressed debt hedge fund Davidson Kempner in London. When she joined in 2004, she was one of only three investment analysts in Europe working on analyzing struggling companies in all industries from automobiles to reinsurance. During her three years with the company, she monitored investment opportunities in the UK, Germany, France, Spain, Italy, and Switzerland. Before joining Davidson Kempner, Natalie spent two years with Goldman Sachs in London working in the Mergers and Acquisitions department analyzing companies and opportunities for these companies in the debt, equity or leveraged buyout markets.
Natalie has a Bachelor of Arts in Managerial Studies, Economics, and Electrical Engineering from Rice University. Her personal interests include spending time with her husband Roger Pine and two sons Ryland and Royce, as well as playing tennis and soccer. In her younger years, Natalie was a national tennis player and played for the varsity team at Rice University.
NAPFA Start Date
May 06, 2011
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