Joined Northern Trust
- Bachelor of Science in Business Administration, University of Dayton
- Holds a Series 65 FINRA license
- Certified Financial Planner (CFP®)
- Accredited Estate Planner® (AEP®)
Nate currently serves as the Managing Wealth Advisor for the Dallas Wealth Management Team. As a part of this role, Nate manages the Advisory Practice which includes the development and deployment of our industry leading Goals Driven Wealth Management technology. Through Nate's leadership, this process continues to create "Advisor Alpha" and solve our clients most complex problems, while also helping the Wealth Management Team operate more collaboratively with our clients external advisors. Beyond Goals Driven Wealth Management, the Advisory Practice also focuses on helping clients with retirement, insurance, tax, estate, wealth transfer, and philanthropic giving strategies that maximize the benefits of their wealth now and in the future.
Prior to joining Northern Trust in 2013, Nate worked for an independent Registered Investment Advisor, initially serving as their principal Investments Officer and later expanding his role as the lead Financial Planner. Since joining Northern Trust, Nate has steadily grown his responsibilities, first serving as a Wealth Advisor on the WA and PCS teams, then Regional Director for North Texas, before being promoted to Managing Wealth Advisor over the Dallas market.
Nate is involved with multiple young professional groups in the Dallas area and played an influential role in the growth of the NextGen practice within the West Region of Northern Trust. He has been an active member of the DFW FPA for more than a decade, a former member of the George W. Bush Library 43 Club Executive Committee, volunteered at the Cornerstone Foundation in south Dallas, the DFW Chapter of PanCan, Community Partners of Dallas and looks forward to finding new ways to make an impact on our community as a representative of Northern Trust's Corporate Social Responsibility core value.