Nathan Davis, ​​CFP®, CFA, is the Chief Investment Officer at Aspen Wealth Management, where he provides clients with comprehensive financial planning. Additionally, he is responsible for research, trading, portfolio monitoring, and alternative investments such as private equity, credit, and real estate for the firm, while also leading the investment committee to determine portfolio asset allocations, security selection, and risk management measures. A graduate of Virginia Tech with a bachelor’s degree in applied economic management with a focus on personal financial planning, he was recognized in Fort Worth Business Press’ 40 Under 40 2021 class and D Magazine’s Best Financial Planners 2