Nathan Aloi

What path led you to wealth management?

I have always been very interested in finance. At John Carroll University, I was heavily involved in community service and have been a member of many service-oriented groups throughout my life. I was drawn to the wealth management field because it allows me to combine my interest in finance with my desire to help others.

Why did you join TFO Wealth Partners?

From my experience as a summer intern to the role I have today, I have always felt cared for and respected by all my teammates. TFO has built a strong culture based upon our core values and I am thankful to be part of it.

What most excites you about your work?

The most exciting part about my job is the opportunity to connect my two professional interests: wealth management and helping people.

What has been your most rewarding career experience?

My most rewarding career experience was being a part of the Boler College of Business at John Carroll University. The school prepared me exceptionally well for my career and provided me with a wide variety of opportunities to help me navigate various career choices.

What personal accomplishments are you most proud of?

My personal accomplishment that I am most proud of is moving into my own place after college and beginning a new chapter of my life.

What are some of your life's biggest influences?

My biggest influence is my dad. Throughout my life he has provided me with countless examples of how to provide for our family and how to be a man. He has instilled in me many core values that define the person I am today.