Natalie Belyea
Private Client Advisor
As a Private Client Advisor, Natalie Belyea leverages her experience helping high net worth individuals and families align their investments with their life goals. Partnering with our clients, Ms. Belyea recognizes the uniqueness of each individual relationship and provides important insights into the investment strategies best suited to meet their objectives. She uses her deep financial planning background to frame strategic conversations around subjects including retirement planning, cash flow management, and comprehensive financial analyses. As part of this process, she enjoys synthesizing information to simplify our clients’ evolving financial lives.
Prior to joining Osterweis in 2024, Ms. Belyea worked as 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.
She is a member of our Private Client team.
Ms. Belyea graduated cum laude from Tulane University (B.S.M. in Finance and Marketing) and currently serves as the President of the Tulane Alumni Association’s San Francisco chapter. Ms. Belyea is also a remote volunteer with Laguna Food Pantry.