Nate Stevens, CFP®

Nate Stevens, CFP®, is a Managing Regional Director for Natixis Investment Managers servicing the greater Los Angeles and valley/coastal markets. Since joining Natixis in 2019, Nate has been responsible for providing investment consultation for a variety of asset managers to help them achieve their clients’ investment goals. Prior to joining the firm, Nate worked as a financial consultant for RaiStone Wealth Partners.

Originally from Nebraska, Nate has made California home for over three years. He has been a “Big Brother” for Big Brothers Big Sisters (BBBS) for nearly ten years and has also served as a BBBS junior board member and past president. In his spare time, Nate enjoys staying physically active, exploring California’s diverse geography, and cheering on his Nebraska Huskers.


Evan Calvo, CIMA

Evan is the Regional Manager for Lord Abbett responsible for working with all financial advisors in Northern Los Angeles, Ventura & Santa Barbara County and Hawaii. He resides in Sherman Oaks with his fiancé. Evan joined Lord Abbett in July of 2015. Prior to his current role, Evan was living in San Francisco, servicing RIA’s & Family Offices across the West Coast. He earned a BA in Finance from The Catholic University of America, where he played football and holds CIMA (Certified Investment Management Analyst).