OUR TEAM
Education:
M.B.A. – University of Missouri – K.C.
B.S. – University of Missouri – Columbia
M.B.A. – University of Missouri – K.C.
B.S. – University of Missouri – Columbia
Experience:
Great Plains Trust Company
Country Club Financial Services
Nathan Soulis, CFA
Equity Research Analyst
Nate joined KCM in 2021 and has 20 years of professional investment experience. From 2012 to 2021, Nate worked at Great Plains Trust Company as an Account Executive, and from 2003 to 2012 he worked at Country Club Financial Services as an Investment Officer.
Nate received a B.S. in Finance and Banking from the University of Missouri — Columbia and an MBA from the University of Missouri — Kansas City, and he also holds the Chartered Financial Analyst designation.