Natalie Belyea
Private Client Advisor
As a Private Client Advisor at Osterweis, Natalie Belyea leverages her experience helping high net worth individuals and families align their investment strategies with their goals and objectives. She recognizes the uniqueness of each individual relationship and enjoys the partnership developed with clients. She uses her deep financial planning background to frame strategic conversations and financial analyses around subjects including retirement planning and cash flow management. As part of this process, Natalie enjoys synthesizing information to simplify our clients’ evolving financial lives.
Prior to joining Osterweis in 2024, she was an Advisor at Parkside Advisors, an RIA based in Berkeley, where she provided investment and financial planning advice to clients. Before that she was a Wealth Planning Associate at Tarbox Family Office, a multifamily office based in Newport Beach. In these roles, she learned to anticipate the needs of others and visually adapt storylines to best explain topics for clients.
Natalie graduated cum laude from Tulane University with a B.S.M. in Finance and Marketing. She currently serves as the President of the Tulane Alumni Association’s San Francisco chapter, where she enjoys connecting over a shared love of New Orleans food, music, and culture. In Natalie’s free time, she enjoys hiking with her golden retriever, traveling, live music, and hosting dinner parties.