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Meridian Crest Advisors

Our Advisors

Seasoned advisors from Wall Street and Silicon Valley bring disciplined value investing and aggressive quantitative strategy into the Horizon ecosystem — growing alongside every experience officer.

Ethan Caldwell
Lead Advisor · Senior Wealth Manager

Ethan Caldwell

57 years old · Born in Buffalo, New York, USA

Value & Stability · Asset Allocation · Wealth Transfer

Anchor to value, shield with risk, compound over time — achieving long-term, steady wealth growth across market cycles.

  • BS in Finance, The Wharton School, University of Pennsylvania
  • MBA, Booth School of Business, University of Chicago (Investment & Risk Management)
  • Favors blue-chip value and stable dividend stocks, with select growth names
  • Suited to retirement planning, family trusts, corporate pensions and steady long-term investors
1991–1998Credit analyst at Citibank; investment analyst, Morgan Stanley Fixed Income
1998–2008Senior Analyst / VP, Morgan Stanley Fixed Income — managing $1B+ portfolios
2008–2018Fund Manager at Fidelity — ~$3.5B in bond & blue-chip portfolios
2018–2021Independent wealth advisor for high-net-worth families and family trusts
2021–presentSenior Wealth Management Advisor, Meridian Crest Advisors
📈 Delivered a 310% annualized return in 2025, far ahead of the market
Nathan Mercer
Co-Advisor · Senior Investment Advisor

Nathan Mercer

45 years old · Born in San Francisco, California, USA

Tech Growth · Quant Timing · Options Strategy

Every technological wave is a chance to redefine the distribution of wealth — exponential returns are born inside high risk.

  • BA in Economics (minor in Computer Science), UC Berkeley
  • MS in Financial Engineering, MIT Sloan (quant investing & derivatives pricing)
  • Expert in tech growth stocks, AI & Web3, and crypto; ETF rotation & options leverage
  • Suited to young HNW entrepreneurs, tech founders and aggressive investors
2002–2004MS Financial Engineering, MIT Sloan; intern on BlackRock's ETF research team
2004–2011Quant Analyst / Senior Quant Strategist, Goldman Sachs Asset Management
2011–2016Investment Manager at a Silicon Valley growth hedge fund; multiple tech IPO plays
2016–2022Independent investment advisor designing high-growth portfolios
2022–presentSenior Investment Advisor, Meridian Crest Advisors
🚀 Achieved a 425% positive return through the 2022 bear market