Karen Natkin is a registered Investment Advisor with over 15 years of investment experience. She initially entered the investment world with the goal of securing her own financial future, and it wasn’t long before she discovered she had quite a knack for investing. By the time she founded Moonstone in 2008, Karen was already a successful entrepreneur and a seasoned investment expert. She founded Moonstone on the principal of a fee-based investment strategy so she would never have to charge commission or make investment decisions based on incentives offered by mutual funds. Her goal is and always has been transparency. She strives every day to do what’s best for her clients. Karen considers herself not only a wealth manager, but also a resource for clients, as she is more than willing to help them understand the many complex documents that make up their financial portfolios.
Karen received a B.S. degree from Indiana University and successfully completed the Series 6, 63, 65 & the Series 3 National Commodities Futures exam.
To Dr. David Podber, clients are more like partners. Every day, he works to be a person people can trust to build a reasonable response to their needs. He brings over a decade of investment experience to his role as a portfolio manager with Moonstone, but most importantly, he brings integrity. Dr. Podber always puts his clients’ interests first. He places a high value on communication because he believes the investors should know exactly what he is doing and why he is doing it. He understands the markets and how to use them appropriately, which is why clients trust he will always do his best to help them grow their wealth and protect their assets.
Dr. Podber has been an Investment Advisor since 2005. In addition to managing assets he is the Director of Quantitative Research for a proprietary futures trading firm based in Chicago. From 2001 through 2005, he was the Head of Quantitative Group at Harbor Street Capital Management and Vortex Trading. Prior to entering the financial world, he was a Senior Project Engineer for a civil and environmental firm based in Ann Arbor, MI. Dr. Podber was a Visiting Assistant Professor at The Ohio State University and holds both a Ph.D. and M.S. in Civil Engineering, as well as an M.S. in Applied Math and a B.A. in Mathematics. He successfully completed Series 3,7,24, and 66.
For Brad Price, there is no job more fulfilling than helping people live the lives they want to live, and he does so by helping Moonstone clients develop strong portfolios. Mr. Price has been trading and investing with hundreds of millions of dollars since 1999. He has a long history working in the equity markets and a wide range of institutional experience. Mr. Price is an expert at long-term portfolio investment. At Moonstone, he appreciates the opportunity to work with individuals, rather than institutions, because he loves creating unique investment approaches based on each client’s needs.
Brad studied Communications at The Ohio State University in Columbus, Ohio as well as Finance at Xavier University in Cincinnati, Ohio. He passed the following Securities examinations: Series 3, Series 7, Series 63, and Series 65. He has worked for Fifth Third Bank, USBank (formerly Firsstar) and is currently the Director of Trading Operations for DH2, Inc.
As Executive Assistant for Moonstone since 2017, Sarah Fox has extensive experience as a business analyst and technical writer/editor. Through her varied professional experience, Sarah has had the opportunity to wear many hats and, as a result, has become very resourceful. Sarah has diverse set of organizational skills and is committed to providing excellent client service.
Prior to joining us in 2017, Sarah worked as a technical writer and business analyst for several government contracting and nonprofit firms in the Washington, DC area. Sarah graduated from Ohio University with a B.A. degree in Political Science and an M.A. degree in International Affairs/Administrative Studies. She also holds a Publications Specialist certificate from George Washington University.