A Colorado native, Nate earned his bachelor’s degree in finance with a minor in entrepreneurship from Villanova University in 2007, where he was a member of the varsity baseball team in the Big East Conference. He also studied in the Executive Education Program at Columbia Business School in New York City, and holds both the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Wealth Management Advisor designation.
Nate spent the first ten years of his career in global capital markets, in both San Francisco and New York City, helping companies navigate the capital formation process and providing liquidity to private equity firms, institutional investors and individuals. While at Deutsche Bank he worked on transactions across the world, including initial public offerings for Alibaba, Facebook, Snapchat, Hilton, General Motors, and numerous other small and mid-cap companies. He also raised capital for AIG, AIA, SoftBank, and facilitated warrant auctions for the U.S. Treasury. In 2018, Nate decided to transition to wealth management and focus on an opportunity for a more impactful and rewarding career.
Nate’s passion and focus is on helping individuals and families achieve their financial and life goals, and this becomes clear from the moment he begins working with each client. As a CERTIFIED FINANCIAL PLANNER™ professional, Nate utilizes a personalized process as the basis for making financial decisions and creating individually tailored investment strategies. Whether it is a young professional just starting out, a couple on the verge of retirement, or a business owner with a major financial decision to make, Nate believes every situation is unique, and therefore requires the personal touch of the right wealth management partner.
Nate lives in Broomfield, CO with his wife Marisa and their two daughters, Vivian and Juliet. He is a major sports fan, enjoys reading about financial and world history, and looks forward to teaching his daughters how to ski.
Registered States:
AZ, CA, CO, DC, FL, GA, HI, ID, IL, KS, LA, MD, ME, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WY