OUR TEAM

Education:
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 18 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.

Years of Experience

Years at KCM