Advisor

Natalie Moretz

My Clients Are Change-Makers and Trailblazers

Brave. Bold. Ambitious. My clients share these traits, whether they are women entrepreneurs, executives or nonprofit leaders. Clients want an advocate, someone on their personal team working to minimize risk and maximize opportunities. That’s me.

What inspired you to join Bernstein?

Bernstein is one of the few investment management firms with a platform dedicated to educating, empowering and inspiring women investors. In addition, Bernstein has deep expertise in managing investments for nonprofits, foundations and endowments. It was critical for me to join a firm that values women investors and nonprofit clients; my practice is focused on serving women business owners, entrepreneurs, executives and philanthropists.

My decision to join Bernstein was a direct result of these unique service offerings along with a culture based on trust. Bernstein’s mission is to be the most trusted investment firm in the world, and trust is at the core of every client relationship. The opportunity to earn a client’s trust is one of the most gratifying aspects of my work at Bernstein.

How have your values and personal background uniquely positioned you to work with your clients?

Prior to joining Bernstein, I spent over a decade in investment banking advising real estate entrepreneurs, government agencies and nonprofit housing developers on financial transactions that achieved both positive financial returns and created positive change in communities.

This experience gave me a deep appreciation for the personal commitment and educated risk-taking it takes to be a successful entrepreneur. It also reinforced the important role that nonprofit organizations can play to collaborate with the private and public sectors to facilitate large-scale community development. Advising entrepreneurs, business owners and nonprofit organizations at Bernstein is a natural extension of this experience.

What passions do you pursue outside of work?

Outside of work you will likely find me volunteering in the community. I am an advocate for financial literacy and women’s financial empowerment; I serve on the board of directors and committees of local Nashville nonprofit organizations like The New Beginnings Center, Impact Nashville and Advancing Women in Nashville. I also serve on the National Leaders Council of the Women Business Collaborative.

While not meeting with clients or volunteering, you can find me cooking my way through the entire series of Ina Garten’s cookbooks, reconnecting with my rural Iowa farming heritage in my backyard veggie garden or walking my beloved small-but-mighty rescue dog.

My family, friends and clients make my life meaningful. I am a wife, dog-mom, daughter, granddaughter, sister, auntie, early-morning workout buddy, neighbor and best friend.

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