Nathan McKearney, CFA

Nathan is a Chartered Financial Analyst (CFA) and Senior Portfolio manager at Wall Street Alliance Group, where he focuses on delivering comprehensive, client-centered financial strategies. Over the course of his career at Wall Street Alliance Group, Nathan has worked alongside advisory teams overseeing more than $1.2 billion in assets, collaborating closely with research and institutional teams to develop dynamic portfolio strategies. His investment approach is centered on generating alpha while maintaining a strong focus on risk-adjusted returns. He believes in identifying high-quality businesses trading at a discount, with strong and consistent cash flows, as a foundation for long-term portfolio growth.

During his CFA studies and throughout his professional career, Nathan has implemented a wide range of valuation and portfolio construction methodologies, including Shiller’s valuation models, Dividend Discount Model (DDM), Discounted Cash Flow (DCF) analysis, Residual Income models, and asset-based approaches. He works closely with institutional teams to develop customized portfolio frameworks for individual clients, helping them achieve consistent, risk-adjusted performance.

With a unique background in psychology and a strong passion for personal finance, he integrates principles of behavioral finance into his investment approach. This allows him to better understand client decision-making and provide thoughtful, disciplined guidance tailored to each individual’s needs.

Nathan’s annual market outlooks are regularly published in premier outlets such as Medical Economics and are widely followed within the physician community.

Originally from Canada, Nathan is a lifelong hockey fan. Outside of the office, he enjoys staying active by running regularly and competing in road races throughout the year