Ari Nadler grew up watching Nadler Financial Group take shape - and saw firsthand the real impact that thoughtful, personalized financial guidance can have on people and families.

After earning his Bachelor of Arts in Economics from the University of Michigan and Master of Accounting from the Stephen M. Ross School of Business, Ari began his career at PwC in Chicago, providing audit and assurance services to investment companies and private investment funds in PwC’s Asset & Wealth Management practice. That work gave him a detailed, technical understanding of how investment firms operate, and it’s a foundation he relies on at NFG.

As Portfolio Manager, Ari leads the firm’s Trading & Portfolio Operations team, executes complex high-touch trades, and serves as a member of the Investment Committee, contributing to investment research and portfolio construction decisions. He also works on NFG’s technology strategy, managing a firm-wide roadmap of initiatives designed to make the organization more efficient, modern, and capable to consistently elevate the client experience.

What drives Ari is curiosity. He’s always asking how things could work better, and he acts on it. He’s also drawn to the teaching side of financial planning - the point where a client leaves genuinely more informed than when they came in, not just reassured. That means meeting each client where they are: keeping things simple or going into the weeds. 

Ari is a licensed Certified Public Accountant (CPA) in the state of Illinois.

Outside of work, Ari is a technology enthusiast who is always tinkering with the latest devices and platforms. His two favorite places on earth are Michigan Stadium in Ann Arbor and Wrigley Field, and his favorite food is sushi - ideally enjoyed with friends and family.