About Us

Founder & CIO

Jock Payten, CFA, CFP®

Jock grew up surrounded by the quiet strength of legacy. His grandfather built and ran a small business that became a cornerstone for the family. His parents worked tirelessly not just to make ends meet, but to create opportunities for their family.

They laid the foundation. What Jock inherited wasn’t wealth, but something deeper: a relentless work ethic, a sense of responsibility, and the belief that every generation should push the next one forward.

After receiving a bachelor’s in finance from Fordham University, an MBA in Finance and Management from the Wharton School at the University of Pennsylvania and serving as a Large Cap Equity Analyst at Eaton Vance, Jock left institutional investing with the experience and expertise to build a different type of firm.

“Our goal is to make information and knowledge accessible to others who want to use finance as a tool to create a better future for themselves and the people around them.”

That vision became Nubian Square Investment Advisors.

Named after the historic Boston neighborhood where Jock first planted his Boston roots, Nubian Square is a firm built for those rewriting the rules: first-generation wealth builders, mission-driven institutions, and legacy-minded families. It’s an independent, culturally responsive, investment advisory firm committed to helping clients turn their hard work into equity, and purpose into long-term performance.

At its core, Nubian Square is about honoring the legacy that came before—and building a better one for those still to come.

“We’re not just here to grow portfolios. We’re here to build positive outcomes.”

Our Mission

To advance wealth equity by delivering culturally responsive financial planning and institutional-grade investment research that fuels inclusive economic growth, empowering individuals, families, and institutions to create, preserve, and transfer generational wealth.

Our Values

  • Client First. Always.
    Every recommendation, every strategy, every decision begins with your goals—not ours.
  • Independence with Integrity.
    As an independent firm, our only loyalty is to you. That gives us the freedom to choose the best tools and platforms to serve your unique interests.
  • Access + Excellence.
    We deliver the same level of rigor, research, and execution you’d expect from the largest firms—while deeply understanding you and your interests.
  • Education is Power.
    We don’t just manage your money—we help you understand your money. Financial empowerment is part of every engagement.
  • Purpose in Practice.
    We believe investments can—and should—drive equity. That’s why we research investments that grow wealth and reflect values.
Nubian Square Investment Advisors leadership team posed in front of a blue background, symbolizing expertise, culture, and financial navigation.

Meet Our Professionals

We pride ourselves on having an extremely talented team of Financial Advisors and Investment professionals.

Advisory Board

We’re privileged to have senior advisors with decades of experience across portfolio management, responsible investing, and manager selection. 

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Sudha Bhardia

Senior Advisor

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Angela Outlaw-Matheny

Senior Advisor

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Matthew Illian

Senior Advisor

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Lolita Nunn

Senior Advisor

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Victoria Olayide Adesanya, CFA

Senior Advisor

Working at Nubian Square Investment Advisors

Our company is growing and we are invested in bringing on new talent that can help us reach our company goals and provide expert service to our client base. If you are interested in working at Nubian Square Investment Advisors.