About
Nate
Nate supports a team of wealth advisors and is responsible for financial, investment, and tax planning for high-net-worth families and individuals.
Nate serves part-time in the National Guard for the state of Massachusetts in an infantry division. In his time off, he enjoys traveling, reading, and training for ultramarathons.
Education and Professional Milestones
- Fairfield University - bachelor’s degree in finance
- Certified Financial Planner®
- Series 7 and 66 licenses
- Has also held roles as an equity analyst at a hedge fund and as a registered associate at Merrill Lynch, and helped run his family business in the electrical distribution industry before selling the company to a competitor
Nate supports a team of wealth advisors and is responsible for financial, investment, and tax planning for high-net-worth families and individuals.
Nate serves part-time in the National Guard for the state of Massachusetts in an infantry division. In his time off, he enjoys traveling, reading, and training for ultramarathons.
Education and Professional Milestones
- Fairfield University - bachelor’s degree in finance
- Certified Financial Planner®
- Series 7 and 66 licenses
- Has also held roles as an equity analyst at a hedge fund and as a registered associate at Merrill Lynch, and helped run his family business in the electrical distribution industry before selling the company to a competitor