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Nov 23, 2024 24 min

Talking with Rob Natale

from Saturdayjavawithjason Hosted by Jason coffeeman

Rob Natale is the Founder of North Square Capital, a privately held real estate investment firm in Boston, Massachusetts. He spent numerous years at Columbia Threadneedle Investments, a prominent global asset management company. During this time, he collaborated with financial advisors and their teams, overseeing assets ranging from $20 million to over $3 billion. However, he couldn't help but notice that these highly successful teams operated in isolation. They rarely shared new ideas or strategies that could benefit a more sophisticated audience, like several of his relatives who dedicated their lives to medicine; he saw how the financial services industry poorly served them. He soon discovered a financial secret: his mission is to help medical professionals buy back their time, expand their wealth, and redirect their funds from Wall Street to Main Street through passive real estate opportunities.

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Talking with Rob Natale

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