The person behind the portfolio
About Nathan Winklepleck
Portfolio Manager, Author & Investor Educator
Nathan Winklepleck, CFA, is a portfolio manager, author, and investor educator who has spent more than 13 years working in investment management. He brings the same research-driven process he uses professionally to his work helping individual investors understand businesses, value stocks, and build portfolios designed for lasting income.
Portfolio manager responsible for large-cap equity and quantitative investment strategies
Chartered Financial Analyst (CFA®) with a B.S. in Economics & Finance
Amazon #1 Best Selling author of Dividend Growth Machine, with 1,300+ reader reviews
60,000+ subscriber YouTube channel focused on practical, research-based investing
Author
#1 Amazon Best Seller
Reader response
A practical way to invest
His approach is straightforward: start with the underlying business, pay attention to valuation and financial strength, and focus on decisions that can compound over time. Nathan believes investors deserve clear explanations, useful tools, and an honest view of both the opportunity and the risk.
Nathan lives in Indianapolis with his wife and their four children. When he's not helping people take control of their finances, he enjoys cheering on the Indianapolis Colts, hunting for deals on Craigslist, and steering clear of spiders.