Narwhal Capital Management
For nearly 25 years, Narwhal Capital Management has been helping clients in the metro Atlanta area and beyond manage their investments and take charge of their financial health. Though economic outlooks and market trends vary, we remain steadfast in our commitment to serving clients through the model of stewardship. Our goal is to provide a personalized portfolio with risk-appropriate investments developed from a knowledge not only of markets, but of you, the client. Relationship-based portfolio management, proactive service and an emphasis on education are foundational to our vision for you and Narwhal. For relevant disclosures see: narwhalcapital.com/disclosure
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Verified contacts
25
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
1
tools in use
Monthly traffic
23
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- NR
Natalie Rogers
Director of Client Service and Operations · Operations
EmailPhone - TR
Tom Russell
Director of Fixed Income · Finance & Accounting
EmailPhone - HP
Harrison Pettigrew
Portfolio Manager · Finance & Accounting
EmailPhone - SF
Sam Frost
Equity Analyst, Portfolio Manager · Finance & Accounting
EmailPhone - MD
Melissa Dotson
Financial Planning Associate · Finance & Accounting
EmailPhone - AH
Andrew Hall
President · General Business & Management
EmailPhone - BN
Benjamin Nye
Chief Investment Officer Portfolio Manager · General Business & Management
EmailPhone - DS
Donald Skola
Tax and Accounting Associate · Other
EmailPhone - JG
John Grayson
Account Executive · Other
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Narwhal Capital Management
20 distinct titles indexed · top 10 shown.
- 2account executive
- 2chief compliance officer
- 2financial planning associate
- 1.
- 1401(k) associate
- 1chief investment officer portfolio manager
- 1client services intern
- 1customer service supervisor
- 1director of client service and operations
- 1director of fixed income
- +10more titles
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