Nate joined HB Wealth in January 2025 after working with WMS Partners. As a Senior Wealth Advisor, he specializes in wealth advisory services and alternative private investments for high-net-worth families, family offices, foundations, and trusts. Nate works with numerous families on all aspects of their financial lives, including helping manage their investment portfolios, analyzing cash flows, advising on life and property insurance, and serving as a partner in the oversight of the many components of clients’ financial pictures. He is a member of the firm’s Private Investment Committee.
Nate has over 30 years of experience in the financial services industry. He began his career with J.P. Morgan Chase & Co. in New York, where he advised senior management and owners of both public and private companies. While at UBS Financial Services, Inc. and Deutsche Bank Alex. Brown, he worked closely with high-net-worth families and family offices to develop and execute customized investment strategies and estate planning solutions.
Nate holds a Bachelor of Arts degree from Trinity College.
Nate is the past President of the Friends of French Farm in Greenwich, CT. In addition to spending time with his family, he enjoys outdoor activities, including fly fishing and golf.