Natalie oversees the day-to-day operations and procedures of the firm, including client services, technology, marketing, compliance, and human resources. Given her background in financial planning, she works closely with the financial planning team and provides in-depth financial, estate, and tax planning to her dedicated clients. As a Partner and long-standing member of the firm, Natalie is dedicated to implementing policies that promote Main Street Research’s culture and vision.
Natalie earned her CERTIFIED FINANCIAL PLANNER™ certification from the University of California, Berkeley. She received a Certificate in Leadership Principles from Harvard Business School and graduated from the University of California, Santa Barbara, with a BA in Economics and Mathematics.
In her free time, Natalie enjoys hiking in the nearby Marin Headlands and venturing further along the California coast. She is a fan of science fiction novels, true crime documentaries, and Comedians in Cars Getting Coffee. Natalie is based out of our headquarters in Sausalito, CA.