NATHAN J. LOVELLE, CFA®
Director – Portfolio Management
Nate is a co-founder of Council Oak Wealth Advisors. He has been in the advisory industry for over 20 years. Nate serves as the Director – Portfolio Management at Council Oak Wealth Advisors, and manages the firm’s discretionary portfolios.
Nate grew up in Southeast Kansas. He attended Stanford University, where he was a member of the wrestling team, and graduated from the University of Tulsa with a B.S.B.A., majoring in finance. He has earned the right to use the Chartered Financial Analyst® designation from the CFA Institute.
Nate and his wife, Kim, make their home in Broken Arrow. They have two sons, Josh and Caleb, and two grandsons, Jess and Gabriel. Nate has served as the President of the Board of Governors at the Summit Club in Tulsa, and is a member of the University of Tulsa Collins College of Business Executive Advisory Board.