Our Team

Nathaniel manages the firm’s investment style and strategies, leveraging best-in-class research and offering a unique market perspective. He works directly with clients to help them navigate the ongoing wealth management process successfully. Nathaniel is a co-founder of ClearPath and serves as a wealth advisor and wealth manager for clients, providing comprehensive planning and portfolio management for client portfolios. Before ClearPath, Nathaniel spent numerous years with Shearson Lehman and Smith Barney as a financial advisor on Sand Hill Road. Nathaniel began his career as a stockbroker at Sherwood Capital in 1987. He has been a candidate for CFA Level I and has held various insurance and securities licenses, including Series 7, 63, 24, and 65.

Troy manages the Sales and Marketing for ClearPath Capital Partners and assists in the operations of the firm. As a co-founder of ClearPath, Troy directs clients to their wealth advisor for planning and advisory needs and individual portfolio construction. Prior to ClearPath, Troy worked in the Private Client Group of Hotovec, Pomeranz & Co., a San Francisco-based investment bank, and served as Regional Director of Sales and Marketing for 24 Hour Fitness. Troy has held various securities licenses including Series 7, 63, 24 and 65.

Paul has spent his career as a leader in the wealth management industry, developing and managing investment advisor businesses that cater to the tech elite in Silicon Valley.  Before founding ClearPath Capital Partners LLC. Paul served as a portfolio manager at Bear Stearns and raised capital for Investment Banking deals. Prior to Bear Stearns, Paul helped establish a West Coast advisor business for Josepthal and Company, which later became part of today’s Oppenheimer & Company. Paul began his career at Sherwood Capital a small Investment Bank and 2nd largest OTC market maker at the time. 

Paul holds a Bachelor of Arts degree in politics: econ/law from the University of California, Santa Cruz and pursued advanced course work at University of California, Berkeley.  He’s a member of The CFA Society of San Francisco and has served on the Executive board of trustees for Camp SeaLab and is an active supporter of The Tahoe Fund and Project Open Hand in SF & Santa Cruz.

Saileene is the Director of Operations at ClearPath Capital Partners. She graduated with a Degree of Bachelor in Science and Information Technology in NIU. Prior to joining ClearPath, she worked at St. George Bank in Australia, Banco de Oro Universal Bank in the Philippines and First Republic Bank in San Francisco, and was the managing partner of 150.photography.