Mehmood Nathani, Principal
Mehmood Nathani, CFA, CFP®, is the founder and principal of Altius Financial Advisors, LLC. He formed Altius in 2001 because he wanted to make a positive difference in the lives of his clients by giving them sound advice and managing their investments with care and skill.
Until March 2001, Mehmood was Vice President and Assistant Treasurer of Fannie Mae, where he managed a team of 20 professionals. As Assistant Treasurer, he was responsible for a multi-billion dollar funding, derivatives, hedging and investment program.
Prior to joining Fannie Mae, Mehmood was a consultant for Radan Systems, Inc., a company that specialized in developing financial systems for government agencies. Before that, he was an auditor for G. Basu and Co., an accounting firm in India.
Mehmood has an MBA from Cornell University and a Bachelor's degree from St. Xavier's College in India. He is a CFP® professional, a CFA charter-holder, a NAPFA-registered advisor and an Associate Chartered Accountant (India). He is a member of NAPFA, the CFA Institute, the Financial Planning Association and the Washington DC Estate Planning Council.
Mehmood lives in Bethesda, Maryland, with his family. He is an avid sportsman and was a nationally-ranked squash player in the U.S. (no. 3 among amateurs in 1990), and in India (no. 8 in 1983). He coached the Cornell University Women's Squash Team from 1983 to 1985. He enjoys movies, reading, jigsaw puzzles and watching Roger Federer play tennis.
Amy Mitchell, Financial Advisor
Amy Mitchell, CFA, joined Altius as a financial advisor in 2015. She is responsible for assisting with financial planning and portfolio management for clients.
Until recently, Amy ran a bookkeeping business from home. Prior to that, she spent 10 years at the FDIC, serving, in part, as a Senior Capital Markets Specialist in the Division of Supervision and as a Special Assistant in the Chairman's Office. As a Brookings Institute Legis Fellow, Amy worked for a year on Capitol Hill in the office of a U.S. Senator.
Amy earned her BA with a concentration in Finance from Hood College in Maryland and is a CFA charter-holder. She lives in Virginia with her husband and three children. In her free time, Amy enjoys cooking, reading and being outdoors with her family.
Danish Jawaid, Investment Research Analyst
Danish Jawaid joined Altius in 2016 as an investment research analyst. He assists with portfolio management and investment research. Prior to joining Altius, he worked as an Associate Economist with Welch Consulting, a DC-based economic consulting firm. At Welch, he performed statistical and economic analysis to help Fortune 500 clients with risk management and employee litigation. While at college, Danish worked as an Analyst for the Franklin & Marshall College Student Managed Investment Fund.
Danish earned his Bachelor's Degree in Economics in 2014 from Franklin & Marshall College in Pennsylvania and has passed Level 2 of the CFA program. He attended Oxford University in the UK for a semester and attended two financial modeling and valuation workshops at the Wharton School of the University of Pennsylvania. Danish lives in DC and enjoys watching the English Premier Soccer League, playing soccer and squash, and reading about investing and technology.
Jessica Riner and Rachelle Walley, Administrative Support
Jessica and Rachelle are responsible for providing administrative support to Altius via Jessica's company, Consider It Done, an independent contractor and one of the premier virtual assistant businesses in the country that caters to independent financial advisors. Jessica and Rachelle work closely with Mehmood to develop systems and processes that make our office operate efficiently.
Jessica holds a Bachelor's degree in Advertising and a Master's Degree in Educational Technology from Texas A&M University – Commerce. Rachelle graduated cum laude from East Texas Baptist University with a Bachelor of Science degree in Education. She majored in Mathematics with a double minor in Computer Information Systems and Music.