Meet the Team

Nate serves as Co-President and Senior Portfolio Manager at Nicollet. In this role, he leads the firm’s Flagship Large Cap strategy, serves on the Investment Committee, and plays a central role in key management and strategic decisions.

He brings deep expertise in fundamentals-driven research and analysis across Nicollet’s portfolios. Since 2019, Nate has served as co-Portfolio Manager of the Flagship Large Cap equity strategy, where he has consistently demonstrated strong market insight and disciplined portfolio construction, contributing to favorable risk-adjusted outcomes for clients.

Nate is known for delivering highly customized, tax-aware investment solutions for both private investors and institutional clients. Equally adept in comprehensive wealth management, he integrates investment strategy with broader financial planning objectives to help clients achieve long-term financial confidence and peace of mind.

Nick serves as Chief Investment Officer at Nicollet Investment Management, where he chairs the Investment Committee and leads our Small- and Mid-Cap Premier Portfolio strategy.

With more than three decades of experience in the investment industry—dating back to the 1990s—Nick is a seasoned expert in constructing and managing concentrated small- and mid-cap equity portfolios through rigorous, fundamentals-driven individual stock selection. His deep market insight and disciplined portfolio construction process enable him to identify exceptional businesses with durable competitive advantages, strong profitability, and attractive valuations—building resilient, high-conviction holdings designed for long-term compounding and risk-adjusted outperformance.

Nick particularly values the detail-oriented, independent research process that defines our small- and mid-cap approach, ensuring each portfolio reflects meticulous company analysis while integrating seamlessly with clients’ broader financial planning objectives.

He joined Nicollet in 2002 and has been instrumental in shaping our firm’s commitment to independent, client-centered portfolio management ever since.

Tim serves as Director of Fixed Income at Nicollet Investment Management, leading our fixed income team and serving as the firm’s head bond trader.

With more than 30 years of deep fixed income experience, Tim has cultivated an extensive national network of broker-dealers and institutional relationships. This vast rolodex provides Nicollet clients with superior access to a broad range of investment-grade bonds—often at more favorable pricing and execution than smaller or less-connected firms can achieve.

Tim specializes in designing highly customized fixed income portfolios that align precisely with each client’s unique cash-flow needs, risk tolerance, and tax situation. By carefully laddering maturities and selecting securities for reliable income and capital preservation, he ensures clients have liquidity exactly when they need it—whether for retirement spending, charitable commitments, or multi-year goals.

His expertise extends across the full lifecycle of fixed income investing, from bond origination and sourcing to trading and portfolio management. As a pivotal member of our Investment Committee, Tim brings disciplined insight and market savvy that strengthens our overall investment process and enhances outcomes for every client.

With more than 30 years of experience in private wealth advisory, Naveen serves as Chief Wealth Strategist at Nicollet Investment Management, where he leads comprehensive financial planning and delivers customized Family Office solutions. He advises Fortune 500 executives, business owners, and multigenerational families nationwide on advanced compensation, equity and tax planning, retirement security, and generational wealth transfer.

Founded to provide financial confidence and peace of mind, Nicollet Investment Management reflects Naveen’s commitment to disciplined, transparent advice rooted in each client’s values and objectives. Through a highly personalized service model—serving a select group of clients with a dedicated team—he delivers institutional-level expertise with exceptional care.

Naveen holds a degree in economics from the University of Minnesota and is a CERTIFIED FINANCIAL PLANNER® professional.

Kathy serves as Director of Operations at Nicollet Investment Management, where she has been the steadfast foundation of the firm’s back-office excellence for over 24 years. With nearly three decades of dedicated experience in investment operations—including five years as Vice President of Operations at Zaks Capital, Inc.—she oversees all critical aspects of the firm’s operational infrastructure, ensuring precision, efficiency, and seamless support for client service and advisory teams.

Kathy manages comprehensive performance and quarterly client reporting, trading operations, client cash balance monitoring, payroll processing, corporate billing, and vendor relationship maintenance. Her meticulous oversight and proactive approach enable flawless execution across complex workflows, safeguarding accuracy, compliance, and confidentiality while allowing advisors to focus on delivering exceptional client outcomes.

Known for her poised leadership, quiet dignity, and unwavering reliability, Kathy consistently delivers results with calm expertise—no detail overlooked, no challenge unmet. Clients and colleagues benefit daily from her institutional knowledge and commitment to operational integrity, making her an indispensable pillar of Nicollet’s disciplined, client-centered model.

A graduate of Bemidji State University, Kathy’s long-tenured contributions have been instrumental in scaling the firm’s capabilities while maintaining the highest standards of service.

Jamie leads client services at Nicollet Investment Management, delivering operational excellence and white-glove support to the firm’s high-net-worth clients nationwide. With a finance and insurance background spanning more than 15 years, she oversees all administrative and operational aspects of client relationships, including account onboarding, paperwork coordination, secure money movements, reporting, and day-to-day needs resolution.

Since joining Nicollet in 2016, Jamie has been instrumental in building a proactive, client-centered service model that anticipates needs and ensures seamless execution across planning, portfolio management, and wealth transfer strategies. Her broad industry perspective enables her to coordinate effectively with advisors, custodians, and third-party providers, while maintaining the highest standards of accuracy, confidentiality, and efficiency.

Clients and colleagues alike rely on Jamie for her composed and steady presence in complex or urgent situations, exceptional multitasking abilities, and relentless focus on getting things done right—the first time. As the firm’s steady anchor, she consistently earns praise for her responsiveness, problem-solving expertise, and genuine commitment to client peace of mind.