Natalie Pine, CFP® is one of three owners of Briaud Financial Advisors, a financial advisory firm serving clients in Texas and across the U.S. She serves as the primary advisor to over 70 clients with roughly $200million in assets on a variety of topics including tax planning, estate planning, investing, insurance planning, and retirement planning. Before joining Briaud Financial Advisors, Natalie worked for a distressed debt hedge fund Davidson Kempner in London, England. Before joining Davidson Kempner, Natalie spent 2 years with Goldman Sachs in London working in the Mergers and Acquisitions department analyzing companies and opportunities for these companies in the debt, equity or leveraged buyout markets. Natalie has a Bachelor of Arts in Managerial Studies, Economics, and Electrical Engineering from Rice University.
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Independent and authoritative analysis and perspective for the banking industry