Nathan Sharp, AIF®, CPC, QPA, QKA
Director of Investments & Research
“I am passionate about educating plan sponsors and participants with honesty and in simple language, empowering them to make decisions that give them the best chance for retirement success.”
Nathan has nearly 15 years of investment consulting and plan compliance experience and is responsible for InTrust Fiduciary Group’s investment research, reporting and market analysis. He also utilizes his vast industry knowledge to manage the record-keeping provider Request for Proposal (RFP) process which helps match clients to the best record-keeping provider given their specific needs and goals.
Nathan brings extensive investment consulting and plan compliance experience from his prior roles at SWBC, Charles Schwab and The Standard, consulting on plans up to $1 billion in assets.
Nathan holds several designations including the Accredited Investment Fiduciary (AIF®), Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries (ASPPA), as well as a Series 66 License.
Nathan graduated from Vanderbilt University and resides in San Antonio, Texas with his wife and their two children.