Bridging Wall Street Expertise with Main Street Values
Nate's journey in finance is rooted in diverse experiences. From his modest upbringing in the Catskill Mountains of New York to his time on Wall Street, he has developed a unique perspective that benefits his clients.
With a background in public and private equity investment management, Nate understands the complexities of institutional finance. He has also walked in the shoes of a business owner, turning around and returning to prominence the largest international theatrical licensing company before selling it to a PE-backed music licensing company. This blend of experiences allows him to connect with and advise business owners and executives effectively.
As a Financial Advisor, Nate works with a select number of owners and their families to help them optimize the value of their businesses and personal assets and implement tax mitigation strategies. His clients' businesses range from VC-backed growth companies to mature family enterprises.
What Nate offers:
- Comprehensive approach: He provides thorough financial planning, guiding clients through various business and personal challenges.
- Experienced solutions: Because Nate has been a CEO and entrepreneur, he anticipates and resolves many of the issues his clients face.
- Personalized attention: Nate dedicate the time required to understand each client's goals and needs by limiting the number of clients with whom he works.
- Solid credentials: As a Certified Exit Planning Advisor® (CEPA®) with Series 7 and 66 licenses, as well as an MBA from USC Marshall School of Business, Nate has the qualifications to support his work experience.
Nate's work ethic, shaped by his family, carries through to his professional life. He aims to earn his clients' trust through exceptional and dependable service.
When not assisting clients, Nate enjoys time with his wife and two young daughters in Westport, Connecticut.
Fun Facts About Nate
- Humble Beginnings: Nate grew up in a home without electricity or running water – an experience that shaped his outlook on life.
- Favorite Word: He finds special significance in the word "earned."
- Early Work Experience: From age 10, Nate spent his time outside of school working with his father, who was a local home builder and micro-brewery owner.
- Endurance Enthusiast: Nate has completed 10 marathons and enjoys taking on new challenges.
